Rochelle joined the Capital Wealth Management team in the summer of 2022 from a boutique financial
firm. She comes to Capital Wealth as an Investment Operations Specialist in our Servicing Department.
Rochelle has over five years of experience in the financial industry and over twelve years’ experience in
the administrative support Industry. Rochelle provides direct support to the firm’s Advisors, assisting in
all aspects of our clients’ investment and service needs. She enjoys the fast pace of the finance world,
which constantly keeps her thriving. Rochelle is very social and excels at building relationships with our
clients while making sure daily operational needs of the firm are exceeded.
Education/ Training
Nursing – Community College of RI 11’
Notary of the Public – 20’
Personal Information
When Rochelle isn’t working in the office, she fully enjoys weight training, yoga, and is quite the
mixologist. She has been bartending for over sixteen years and truly thrives in the beverage and food
industry as well! Most importantly, food and wine are always at the top of her list in “enjoyments!”