Co-Chairwomen for 2018:
Rachel Perlman is Senior Vice President of Institutional Sales at Boenning & Scattergood. Rachel joined Boenning & Scattergood in 1999 and helped reestablish the municipal bond department. Rachel served on the board of Boenning & Scattergood from 2011-2014. Prior to joining Boenning & Scattergood, she worked in institutional sales at AH Williams (1991-1998). She began her career in 1986 at Tucker Anthony in Philadelphia, and later joined Van Kampen Merritt (1988-1991). Rachel received her bachelor's degree in American Studies from Sweet Briar College.
Debe Trachtenberg is a Vice President at Eaton Vance Management and Director of Municipal Bond Trading on Eaton Vance’s Municipal Bond team. She joined Eaton Vance in 1997. Debe has over 30 years of experience in the investment management industry. Before joining Eaton Vance, she was a senior municipal trader with Fidelity Investments.
Lindsey Wetzel is an Executive Director in Municipal Trading at Morgan Stanley. She trades the front end of the curve nationally and is responsible for 2-8 year risk and product distribution through institutional and wealth management channels. Lindsey’s background features over 13 years in the municipal marketplace. Prior to her current institutional role, Lindsey traded 0-8 year west coast credits primarily focused in the State of California. She began trading in 2004 shortly after joining the firm as an analyst in wealth management sales and underwriting in 2003. Lindsey earned a B.A from Dartmouth College in 2002. A board member of the San Francisco Municipal Bond Club since 2005, Lindsey served as president in 2010 & 2015. She is also on the board of the St. Vincent de Paul Women’s Group and a member of the San Francisco Junior League. Lindsey lives in San Francisco with her husband and two boys.