Rachel Schneider

Senior Vice President

Rachel Schneider is a Senior Vice President at CFSI, and co-author ofThe Financial Diaries: How American Families Cope in a World of Uncertainty. The Financial Diaries connects the findings of the ground-breaking U.S. Financial Diaries research project, which collected highly detailed data about how 235 households save, spend, borrow and plan over the course of a year, with the broad trends upending the economic lives of American families. It uncovers the emergence of a hidden inequality, in addition to disparities in income and wealth – an inequality in access to steady finances. It provides a framework for how to develop the products and policies that can help.

Rachel is a highly sought-after consultant and speaker, always offering her frank, insightful assessments of the financial challenges facing the majority of Americans. Her research has been featured in the nation’s top publications, including the New York Times, Wall Street Journal and many others, and she speaks frequently at a broad spectrum of events.

Though she began her career as an investment banker at Merrill Lynch & Co., Rachel credits her commitment to the potential for innovative finance to solve major social problems from her days as a VISTA Volunteer (now AmeriCorps). She holds a J.D./M.B.A. from the University of Chicago, and a B.A. from UC Berkeley. She lives in New York City with her husband, and their two children. She occasionally “competes” in triathlons, which are getting easier to “win” as the number of competitors in her age group shrinks. Unfortunately, the same improvements cannot be said of her piano skills.

Recent research from Rachel Schneider

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