Sr. Portfolio Manager
Tracey has more than 30 years of experience in the investment industry. He has demonstrated formidable expertise in portfolio construction and is a key member of the strategy group that develops portfolio optimizations processes for Midland clients. His prior experience includes 15 years as Vice President and Senior Portfolio Manager of Investments at a major Midwestern regional bank holding company, where he was responsible for determining strategic asset allocations, selecting and monitoring investments, and managing high net worth relationships. He also held the position of Assistant Vice President and Portfolio Manager for a Rockford, Illinois, based bank for 11 years. Tracey graduated with honors from Eureka College, Eureka, Illinois, with a Bachelor of Arts Degree in Finance and also earned his Certified Financial Planner (CFP) designation.