Managing Director – Investments
Current
Mar 2016 - Present
AeroLeads people directory · profile
David Tracy Email & Phone Number
Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
2 phones found area 312 and 203
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors
Location
Greater Chicago Area, United States
Company size
Who is David Tracy? Overview
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Quick answer
David Tracy is listed as Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 312, 203, and a matched LinkedIn profile for David Tracy.
David Tracy previously worked as Managing Director – Investments at Wells Fargo Advisors and Director at Credit Suisse. David Tracy holds Jd, Law from Cleveland State University - Cleveland-Marshall College Of Law.
Company email context
Email format at Wells Fargo Advisors
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for David Tracy. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Asset Allocation, Endowments, High Net Worth Individuals, Foundations, and 1 others.
Current workplace
David Tracy's current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
2 roles
David Tracy work experience
A career timeline built from the work history available for this profile.
Director
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
Aug 2001 - Mar 2016
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
PG
Peter Gates
Colleague at Wells Fargo AdvisorsGreater Boston, United States
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PB
Philip Bailie
Colleague at Wells Fargo AdvisorsUnited States
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VG
Vince Gerardi, Cfp®
Colleague at Wells Fargo AdvisorsWest Palm Beach, Florida, United States
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AR
April Riley
Colleague at Wells Fargo AdvisorsWaukesha, Wisconsin, United States
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JH
John Hofman
Colleague at Wells Fargo AdvisorsChesterfield, Missouri, United States
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TC
Terri Chier
Colleague at Wells Fargo AdvisorsJefferson County, Missouri, United States
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NM
Nuha Mohamed
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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HF
Hoss Fard
Colleague at Wells Fargo AdvisorsSan Jose, California, United States
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KM
Kenneth Mcadam
Colleague at Wells Fargo AdvisorsDanbury, Connecticut, United States
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KM
Kerry Mitchell
Colleague at Wells Fargo AdvisorsKing, North Carolina, United States
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Peter Gates
Colleague at Wells Fargo AdvisorsGreater Boston, United States
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PB
Philip Bailie
Colleague at Wells Fargo AdvisorsUnited States
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VG
Vince Gerardi, Cfp®
Colleague at Wells Fargo AdvisorsWest Palm Beach, Florida, United States
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AR
April Riley
Colleague at Wells Fargo AdvisorsWaukesha, Wisconsin, United States
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JH
John Hofman
Colleague at Wells Fargo AdvisorsChesterfield, Missouri, United States
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TC
Terri Chier
Colleague at Wells Fargo AdvisorsJefferson County, Missouri, United States
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NM
Nuha Mohamed
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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HF
Hoss Fard
Colleague at Wells Fargo AdvisorsSan Jose, California, United States
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KM
Kenneth Mcadam
Colleague at Wells Fargo AdvisorsDanbury, Connecticut, United States
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KM
Kerry Mitchell
Colleague at Wells Fargo AdvisorsKing, North Carolina, United States
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1 education record
David Tracy education
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Cleveland State University - Cleveland-Marshall College Of Law
FAQ
Frequently asked questions about David Tracy
Quick answers generated from the profile data available on this page.
What company does David Tracy work for?
David Tracy works for Wells Fargo Advisors.
What is David Tracy's role at Wells Fargo Advisors?
David Tracy is listed as Managing Director – Investments - Senior Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.
What is David Tracy's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for David Tracy at Wells Fargo Advisors.
What is David Tracy's phone number?
AeroLeads has found 2 phone signal(s) with area code 312, 203 for David Tracy at Wells Fargo Advisors.
Where is David Tracy based?
David Tracy is based in Greater Chicago Area, United States while working with Wells Fargo Advisors.
What companies has David Tracy worked for?
David Tracy has worked for Wells Fargo Advisors and Credit Suisse.
Who are David Tracy's colleagues at Wells Fargo Advisors?
David Tracy's colleagues at Wells Fargo Advisors include Peter Gates, Philip Bailie, Vince Gerardi, Cfp®, April Riley, and John Hofman.
How can I contact David Tracy?
You can use AeroLeads to view verified contact signals for David Tracy at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Tracy attend?
David Tracy holds Jd, Law from Cleveland State University - Cleveland-Marshall College Of Law.
What skills is David Tracy known for?
David Tracy is listed with skills including Asset Allocation, Endowments, High Net Worth Individuals, Foundations, and Private Foundations.
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