Tracey Devine Email and Phone Number
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A tenured investment professional with success at creating both the vision and the affiliated research tasks supporting investment solutions and product platforms, meeting long term investment objectives for a fiduciary client base. Career has made use of a desire to learn and produce via wide ranging research and analytical assignments. Excel at developing competence in an ever-evolving subject matter such as investments, and developing meaningful information for use with clients while demonstrating solid leadership and team management.Specialties: Strategic and Tactical Asset Allocation, Manager Due Diligence, Portfolio Management.
Saratoga Research & Investment Management
View- Website:
- saratogarim.com
- Employees:
- 18
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Dir Investment Communications And Generalist Portfolio ManagerSaratoga Research & Investment ManagementSaratoga, Ca, Us
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Dir Investment Communications & Generalist Portfolio ManagerSaratoga Research & Investment Management Sep 2022 - Present
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Director, Manager ResearchA Financial Services Company, Headquartered In Atlanta Ga Mar 2014 - Sep 2022
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Director, Investment Strategy & Portfolio ManagementLegacy Trust Family Wealth Offices Feb 2012 - Feb 2014Direct the development and full execution of the boutique's investment strategy, research and portfolio management decisions. Emphasis placed on strategic and tactical asset allocation, manager due diligence, portfolio management and client consulting. Keen focus on risk management.
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Mging Dir., Investment Strategy & ResearchWachovia, A Wells Fargo Company Jun 2004 - May 2009San Francisco, California, UsCreated the investment management offering for Wachovia Bank's Wealth Management's business. Hired and led a 12 person research team - primary responsibilities: (1) analyzing key economic and market data, (2) the development of Wealth's strategic and tactical asset allocation methodology, in-depth asset class research and (3) utilized a proprietary research process, providing A-Z due diligence on money managers. -
Director Of ResearchWachovia, A Wells Fargo Company Mar 1997 - Jul 2004San Francisco, California, UsCreated a new research division and proprietary due diligence discipline pertaining to the analysis of money managers utilized throughout fiduciary focused bank channels, effectively addressing First Union National Banks' need to offer an open architecture investment strategy.
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Frequently Asked Questions about Tracey Devine
What company does Tracey Devine work for?
Tracey Devine works for Saratoga Research & Investment Management
What is Tracey Devine's role at the current company?
Tracey Devine's current role is Dir Investment Communications and Generalist Portfolio Manager.
What is Tracey Devine's email address?
Tracey Devine's email address is tr****@****ast.net
What is Tracey Devine's direct phone number?
Tracey Devine's direct phone number is +190428*****
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Tracey Devine has interest in Collecting Antiques, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts, Golf, Home Decoration, Cooking.
What skills is Tracey Devine known for?
Tracey Devine has skills like Portfolio Management, Investment Strategies, Investments, Research, Wealth Management, Equities, Strategy, Mutual Funds, Fixed Income, Global Asset Allocation, Manager Research, Due Diligence.
Who are Tracey Devine's colleagues?
Tracey Devine's colleagues are Travis Hanson, Jordan Hamilton, Ashten Prechtel, Mathew Spencer, Samantha Tanner, Adam Oreglia, Marc Crosby, Cfa, Cpa.
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