From Commute to Community: A Transition that Enhanced the Life and Community of First Rate’s Chief Business Development Officer

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

First Rate Responds to the Capital One Data Breach

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

An Inner Calling Inspires New Beginnings & a Passion to Pursue First Rate Living

Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]

Was it Worth the Risk? Shouldn’t We Evaluate the Rewards of our Risk.. Even in the Good Times?

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

A Day in the Life: A Culture Dive into India to Connect, Thrive, and Make Strides

Grayson Greer( Investment Performance Auditor )Grayson was responsible for facilitating the flow of ideas and the handoff of processes, and clients in the India office. He developed training [...]

Money-Weighted Returns – It’s Not Just for Private Equities

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Is Ongoing Goal Progress Reporting Dead in the Trust Space? It’s Not Until the Investor Is.

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

First Rate Lead Analyst Leads the Fight for Kids in Need at Camp Impact

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

Build Your House on the Rock: The Aftermath of Hurricane Harvey

Emily Traxler( Chief Marketing Officer, Director )Emily Traxler, Chief Marketing Officer, Director, has been with First Rate since 2010. In her role she manages the Marketing team to expand [...]

The 10 Year Transformation: Building Business Development by Embracing Business as a Mission

Brian Puerschner( Account Manager, Business Development )Brian Puerschner, Account Manager with the Business Development team, joined First Rate in 2008. Puerschner initially served as the [...]