Tracy is a Director in the Orange County office, supporting the management of the Western Region. Prior to Capstone Headwaters, Tracy worked as a senior banking professional in Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies. She possesses nearly 15 years of experience in middle market investment banking, working on both domestic and cross-border transactions.
Her previous finance experience includes working in the hedge fund industry with Collins/Bay Island Securities LLC and Talisman Capital Partners. Prior to that, Mrs. Patch worked with institutional fixed income sales at both Vining Sparks IBG, LP and Robert Thomas Securities, Inc. Tracy also enjoyed tenure in management at The Disney Company.
Pepperdine University - MBA
Miami University of Ohio - BS - Finance
FINRA - Series 7 and 63 Registered Securities Representative