close
Tracy is a Managing Director and Director of Marketing/Sales Coordination at Evercore Wealth Management and Evercore Trust Company, N.A. She leads the firm’s strategic marketing efforts and works with the firm’s advisors nationally on business development strategy.
Prior to joining Evercore in 2024, Tracy was an executive director at J.P. Morgan Wealth Management where she led their ultra high net worth advisor marketing program and, earlier, was a director at Alliance Bernstein in the private wealth management group.
Tracy earned her B.B.A. degree in Finance from The George Washington University.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
