Ryan P. Tracy Speaking at Private Wealth Mountain States Forum 10/29
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
Read the full article >Ryan P. Tracy is a senior vice president for Marquette Associates and has 12 years of investment experience. He joined the firm in 2022 with a primary focus on serving high net worth, family office, and nonprofit clients across the country. Ryan serves as co-chair of the private client consulting committee and is a member of the alternative investment manager search committee.
Prior to joining Marquette, Ryan was a senior consultant at a nationally-recognized investment consulting firm. He began his career as a co-founder and managing partner of a Chicago-based advisory firm.
Ryan holds a B.S. in business with degrees in finance and accounting from the Lumpkin School of Business at Eastern Illinois University and earned the financial planning certificate from DePaul University. He is a CFP® practitioner. Ryan serves as a member of the Fund Development Committee and as a volunteer at SecureFutures, as a committee member and volunteer at Economic Literacy Colorado, and as a committee member at the Colorado Planned Giving Roundtable. He is also a member of the Denver Children’s Foundation.
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
Read the full article >On Wednesday, October 30, Ryan P. Tracy, CFP® will be speaking at the 9th Annual Southwest Institutional…
Read the full article >On Thursday, November 14, Ryan P. Tracy, CFP® will be speaking at Titan Investors’ Chicago Institutional Roundtable Meeting. Ryan…
Read the full article >On Thursday, September 5, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted by…
Read the full article >On Wednesday, July 24, Ryan P. Tracy, CFP® will be speaking at the Denver Private Active Exchange hosted…
Read the full article >On Wednesday, April 10, Ryan P. Tracy, CFP® will be speaking at the Denver Institutional Roundtable Event hosted…
Read the full article >On Thursday, March 21, Ryan P. Tracy, CFP® will be speaking at the 11th Annual Mountain States Institutional…
Read the full article >On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted…
Read the full article >On Thursday, September 21, Ryan P. Tracy, CFP® will be speaking at the Private Wealth Mountain States Forum…
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