More Than Just a Job: First Rate Account Executive Lives His Passion for Business in Singapore

John Choi( First Rate Singapore, Global Account Executive )John Choi is responsible for establishing the Asia-Pacific strategic direction of First Rate’s global expansion in Singapore. He drives [...]

Innovation Lab Focused on Disruption that Produces Positive Change

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 [...]

Be Kind, Be Thankful: First Rate Living Manager’s Campaign to Reflect and Empower

Kathryn Stone( First Rate Living Manager )Kathryn Stone has been with First Rate since 2016 serving as the First Rate Living Manager. In her current role, she provides strategic direction and [...]

A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

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 [...]

Community Through Harmony: How First Rate Thought Leader Leads Her Community Through Music

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 [...]

Coincidence, Destiny, or Decisions: A Journey That Led to Fulfilling a Passion to Love Give Serve and Enjoy

Philip Gobble( Investment Performance Auditor )Philip Gobble joined First Rate in February 2020 as an Investment Performance Auditor. He is an experienced Business Operations Specialist with a [...]

First Rate’s First Employee Shares Over 25 Years of Passion for His Community

High School Football Comes Full-Circle Leading to an Unexpected Passion for Mentorship

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 [...]

First Rate ‘Pays It Forward’ to Fight the Effects of COVID-19

Blake Miller( Corporate Chaplain )Blake joined First Rate in 2018 as our Corporate Chaplain.Blake joined First Rate in 2018 as our Corporate Chaplain. www.firstrate.com

How a First Rate India Team Member Created Her Dream Job

Shahanaz Kannemadugu( Analyst )Shahanaz works in our First Rate India office based in Hyderabad, India. Her primary role is a Performance Analyst. She recently passed the CFA Investment [...]

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