Tracy Canning

Tracy Canning

Director, Client Services
tracy@perigonwealth.com
Office: (415) 430-4163

Tracy's Bio

Tracy joined Perigon Wealth Management in 2018 and serves as a leader on the Client Service Team and also serves the Transition Team. Prior to joining Perigon, Tracy worked as the Program Manager at CFA Society San Francisco, offering the regionā€™s CFA Charterholders educational content, career development programs and networking opportunities.

Tracy earned a Bachelor of Arts with a double major in psychology and communication from the University of California at Santa Barbara and earned a masterā€™s degree in clinical psychology from Antioch University in Santa Barbara. Tracy holds a certification in Investment Foundations from the CFA Institute, she is certified as a Professional in Human Resources (PHRĀ®) and is also certified as a Project Management Professional (PMPĀ®).

Since relocating to Pennsylvania from California, Tracy is enjoying getting to know life on the East Coast. In her free time, she enjoys hiking, snow sports, wine-tasting, and spending time with her husband and five young kids.