Director of Middle Office Investment Operations
As the Director of Middle Office Investment Operations, Tracey oversees Associates within our Investment Operations and Trading departments to ensure a high-quality and consistent service experience for our clients. She joined Fiduciary Investment Advisors, LLC in 2010, which combined with DiMeo Schneider in 2020. Prior to joining the firm, she worked for Henderson Global Investors, N.A. as a Client Services Manager and with Morgan Stanley’s Private Client Group as a Senior Client Service Associate. Tracey earned her MBA from the University of Hartford School of Business and a BA from Central Connecticut State University. She enjoys spending time with her husband and two children, yoga, running, baking, volunteering and has recently discovered a passion for weightlifting.