Rebecca McCready

Rebecca McCready

Client Services

New Account Manager

415-460-1990, X 103


As Client Services and New Account Manager, Rebecca assists clients with setting up new account paperwork as well as changing/adding beneficiary designations or monthly and/or periodic distributions.

Her extensive background as an Accounts Payable Manager for a local contracting firm that involved meticulous attention and follow through has created the perfect transition for her current work at Putney. Rebecca cares and that attitude pervades in her dedication to detail.

More than anything, Rebecca loves to spend quality time with her family, preparing healthful, tasty meals and engaging in lively dinner table conversation.  Each year for the past 39 years, her entire extended family which includes husband, son, two daughters, two grandkids and an octogenarian mom have headed off to the back side of Yosemite, unplugging from all electronics, for a fun-packed week of reconnecting in nature.