Rebecca R. Pouliot

Managing Director at RINET Company LLC

Rebecca R. Pouliot

Rebecca R. Pouliot

Managing Director at RINET Company LLC

Biography

Rebecca R. Pouliot is a Managing Director and shareholder at RINET. She leads one of the firm’s Wealth Planning Group teams and is responsible for the day-to-day management of her clients’ financial affairs, as well as crafting and implementing their strategic financial plans. Her client base includes many retirees, as well as executives and their extended families.

Prior to joining RINET in 2000, she was a manager in the Private Client Advisors practice at Deloitte and Touche LLP, where she focused on providing tax and financial planning services to high net worth executives.

Rebecca holds a Bachelor of Science in Accounting from Stonehill College, and a Master of Science in Taxation from Northeastern University. She is a Certified Public Accountant and a Certified Financial PlannerTM. Rebecca is a member of the Boston Estate Planning Council and the American Institute of Certified Public Accountants.

Overview
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190

Number of Boards

2

Relationships
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Managing Director at RINET Company LLC

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President & Chief Executive Officer at Boston Foundation, Inc.

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Assistant Secretary at Boston Foundation, Inc.

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Chief Financial Officer at Boston Foundation, Inc.

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Chief Investment Officer at Boston Foundation, Inc.

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Trustee at Charles F. De Ganahl Family Foundation

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Assistant Clerk at Fraser Family Foundation, Inc.

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Director at New Hampshire Charitable Foundation

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Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC

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Partner at Holland & Knight LLP

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Rebecca R. Pouliot
Managing Director at RINET Company LLC
Career History
Managing Director
2009 - Current

RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments, as well as some private equity, real estate and hard assets. Based on the client’s risk/return profile and using the models as a guide, each client is assigned a target asset allocation consistent with their investment objectives. Individual client portfolios may differ from the models. Client portfolios are reviewed regularly to compare the client’s current asset allocation to their target allocation. If necessary, accounts are re-allocated based on their target asset allocation and tactical positioning.

Boards & Committees
Member, Professional Advisors Committee
Current

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

Trustee
Tenure Unconfirmed
Other Affiliations
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