Tracy joined RVK in 2018 as an Associate Consultant in our Portland office. She works with many of the firm's public fund clients as well as endowments and foundations, defined benefit plans, insurance companies and Taft-Hartley clients. Tracy’s responsibilities include asset allocation studies, asset class structure analyses, investment manager evaluation, capital markets research, client portfolio transitions, and client educational presentations.
Tracy brings nearly 20 years of institutional investment management experience to RVK as she served as a Fixed Income Portfolio Manager at Neuberger Bergman in Chicago. There, she was a government sector specialist and managed the firm’s passive index product including research, trading, and client relationship management.
Tracy graduated from Portland State University with a Bachelor of Science degree in Finance and a Minor in Economics.