Profile
Prior to joining Westpeak in 1999, Ms. Sax was a Government Sales Analyst in the Fixed Income Division of Lehman Brothers, in New York, where she was responsible for fixed income sales and research.
She also worked for one year for a member of the Chicago Board of Exchange, gaining knowledge of portfolio management in the options market.
Ms. Sax received a B.S.
in Finance and a B.S.
in Entrepreneurship & Small Business, cum laude, from the University of Colorado.
She is a CFA charterholder and a member of the CFA Institute and the Denver Society of Security Analysts
Former positions of Rachael D. Sax
| Companies | Position | End |
|---|---|---|
Westpeak Global Advisors LP
 Westpeak Global Advisors LP Investment ManagersFinance Founded in 1991 by Gerald Scriver, Westpeak Global Advisors LP is a registered investment advisor located in Lafayette, Colorado. The firm is a subsidiary of Natixis Global Asset Management LP and their ultimate parent is Paris-based Natixis SA. Westpeak offers customizable equity strategies to large institutional investors. | Analyst-Equity | 2010-12-30 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Fixed Income | 1998-12-30 |
Training of Rachael D. Sax
| The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Westpeak Global Advisors LP
Westpeak Global Advisors LP Investment ManagersFinance Founded in 1991 by Gerald Scriver, Westpeak Global Advisors LP is a registered investment advisor located in Lafayette, Colorado. The firm is a subsidiary of Natixis Global Asset Management LP and their ultimate parent is Paris-based Natixis SA. Westpeak offers customizable equity strategies to large institutional investors. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
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