On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted…Read the full article >
Ryan P. Tracy is a senior vice president for Marquette Associates and has 11 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 Colorado Children’s Foundation.