Rachel Hartman
Prior to Wealth, Rachel was an Associate Attorney at Metz Lewis Brodman Must O'Keefe, where she advised clients on complex tax and legal matters, and previously served as a Tax Manager at the firm for nearly four years. Before that, Rachel spent over three years at PwC as a Senior Tax Associate, building deep expertise in tax strategy and compliance. At Wealth, Rachel serves as Tax Counsel.
Rachel earned her J.D. from the Thomas R. Kline School of Law of Duquesne University, a Master of Science in Accounting from the University of Pittsburgh Joseph M. Katz Graduate School of Business, and a Bachelor of Science in Business Administration in Accounting and Marketing from the University of Pittsburgh.
Signature Speaking Topics
Lessons from years of practicing at the intersection of tax and estate law — and the conversations advisors should be leading with their clients today.
How AI is reshaping the role of tax counsel — from automating research and modeling to elevating the strategic, judgment-driven advisory work that matters most.
How families can avoid the most common — and most expensive — tax pitfalls when transferring wealth across generations.