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 region’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 master’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 (PHR®) and is also certified as a Project Management Professional (PMP®).
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.