Rachel Overholser

Rachel supports our clients by helping ensure their transactions are executed accurately, efficiently, and with care. She works closely with Pitcairn’s Wealth Management, Fiduciary Services, and Operations teams, serving as a key point of coordination across internal departments and external partners. Her goal is to help deliver a seamless experience for our clients.

Prior to joining Pitcairn, Rachel worked as a senior coordinator at Coventry First, where she served as a liaison among internal teams, insurance carriers, and stakeholders. In that role, she helped resolve account issues, process claims, and improve policy administration across thousands of life insurance policies—experience that strengthened her attention to detail and client-first mindset within complex financial environments.

Rachel earned a Bachelor of Science in Economics from Lebanon Valley College. Outside of work, she enjoys traveling, spending time at the beach, staying active, cooking, exploring new restaurants, and spending time with family and friends.