David Tracy

David Tracy Email and Phone Number

Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
David Tracy's Location
Greater Chicago Area, United States
David Tracy's Contact Details

David Tracy personal email

n/a

David Tracy phone numbers

About David Tracy

Advisor to high net worth families, private foundations, and endowments for three decades. Area of focus in portfolio management; trust & estate investment planning.This information is intended for use by residents of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

David Tracy's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors
st. louis, missouri, united states
Website:
wellsfargoadvisors.com
Employees:
15127
David Tracy Work Experience Details
  • Wells Fargo Advisors
    Managing Director – Investments
    Wells Fargo Advisors Mar 2016 - Present
    30 South Wacker Drive; Suite 3900; Chicago, Il 60606
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  • Credit Suisse
    Director
    Credit Suisse Aug 2001 - Mar 2016
    Now Located In The Chicago Office Of Credit Suisse
    In 1986, I started my career in Public Account as a CPA at Arthur Andersen & Co. (AA &Co.) in Chicago. While at AA&Co. I completed my MBA at University of Chicago and then earned my JD. I practised tax law and trust & estate planning for several years before joining Credit Suisse in 2001. Since 2001, I have been managing portfolios for high net worth families, private foundations, and small endowments. Today my team is composed of nine people and we manage over $2… Show more In 1986, I started my career in Public Account as a CPA at Arthur Andersen & Co. (AA &Co.) in Chicago. While at AA&Co. I completed my MBA at University of Chicago and then earned my JD. I practised tax law and trust & estate planning for several years before joining Credit Suisse in 2001. Since 2001, I have been managing portfolios for high net worth families, private foundations, and small endowments. Today my team is composed of nine people and we manage over $2 billion. Show less
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David Tracy Skills

Asset Allocation Endowments High Net Worth Individuals Foundations Private Foundations

David Tracy Education Details

  • Cleveland State University - Cleveland-Marshall College Of Law
    Cleveland State University - Cleveland-Marshall College Of Law
    Law

Frequently Asked Questions about David Tracy

What company does David Tracy work for?

David Tracy works for Wells Fargo Advisors

What is David Tracy's role at the current company?

David Tracy's current role is Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors.

What is David Tracy's email address?

David Tracy's email address is da****@****sse.com

What is David Tracy's direct phone number?

David Tracy's direct phone number is +131234*****

What schools did David Tracy attend?

David Tracy attended Cleveland State University - Cleveland-Marshall College Of Law.

What skills is David Tracy known for?

David Tracy has skills like Asset Allocation, Endowments, High Net Worth Individuals, Foundations, Private Foundations.

Who are David Tracy's colleagues?

David Tracy's colleagues are Linda Perry, Richard Phillips, Joe Tilsdale, Doug Hicks, Marion Kelly, Kevin Scott, Jeffrey Bobrowicz.

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