Tracy plays an integral role supporting Claraphi advisors as they prepare to transition to us and for the life of their business. She understands the needs of our advisors and their clients and works diligently to provide efficient support, including the opening of new accounts, maintaining existing accounts, and processing money movement and trading requests. Tracy conducts the onboarding and ongoing training our advisors on Claraphi’s platforms and processes. In addition, Tracy leads the firm’s event management team. Prior to joining Claraphi, she served as Executive Assistant at National Asset Management. Tracy graduated from Lehigh University in Bethlehem, Pa. with a Bachelor of Science degree in marketing. She holds the Series 65 license.
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