Tracy is a Director in the Orange County office. She possesses 17 years of experience in middle market investment banking, working on both domestic and cross-border transactions, focusing on the Personal Care industry and other Manufacturing and Industrial targets.
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 also worked in the hedge fund industry with Collins/Bay Island Securities LLC and Talisman Capital. Prior to that, Tracy worked with institutional fixed income sales at both Vining Sparks IBG, LP and Robert Thomas Securities, Inc. She 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