Tracey is a Director of Client Services at Fiduciary Investment Advisors, LLC (FIA). She manages the client service team while providing a range of high-level services to clients, as well as administrative and operational support to three managing partners.
Prior to FIA, she worked for Henderson Global Investors, N.A. as a Client Services Manager, where she was responsible for the client reporting and servicing for their institutional real estate fund clients. She has also held positions as a Senior Client Service Associate within Morgan Stanley’s Private Client Group, and as a Senior Specialist at Advest’s Equity Syndicate desk.
- Central Connecticut State University, BA
- Presently taking MBA courses at the University of Hartford Barney School of Business
Spending time with her husband and two children, yoga, running, baking, and volunteering