Tracy joined Clearstead in 2018 and has 21 years of ​ wealth advisory and investment management experience. Most of his career has been focused on working with Ultra-High Net Worth clients.  Tracy is responsible for the communication and coordination of all aspects of wealth management services including tax and financial planning, investment advisory, and family office services to his clients.  Tracy is well-versed in working with complex, multi-generational families.

Prior to joining Clearstead, he served as Managing Director and Portfolio Manager at Glenmede as well as Huntington, where he specialized in working with complex, multi-generational families.  He graduated Summa Cum Laude from Ohio University with an Accounting degree. He is also a Certified Public Accountant.

Tracy is very active in the Cleveland community. He is a Life Director and past board chair for Shoes & Clothes for Kids. He is past board chair of Lakewood Catholic Academy and the Lakewood Family YMCA Advisory Board.  He was also a former Trustee and Treasurer of the Soldiers & Sailors Monument located in Cleveland.