Tracy joined Cornerstone Capital Advisors in April of 2006 as a Portfolio Administrator and now manages the Portfolio Administrator team.  She is responsible for all aspects of account administration, client reporting, billing and trading.  Tracy also serves as a member of the marketing and sales committee.

Prior to joining Cornerstone Capital Advisors, Tracy was Supervisor of the Investor Services Department under the Managed Account Services Group at McDonald Investments, Inc., and also worked for Oak Associates, Ltd.

Tracy holds a Bachelor of Business Administration degree with a double concentration in Accounting and Business Pre-Law from Ohio University, and a Masters in Business Administration with a concentration in Finance from the University of Akron.