Education
BS Mathematics, Clemson University
Tracey Balderson
Senior Vice President, Investor Administration & Fund Operations
Area of Focus
Leads day-to-day investor administration and fund operations processes in partnership with custodians and third-party administrators.
Profile
Joined the firm in 2008.
Previously served as Head of client relations and Chief Compliance Officer at Continental Advisors LLC, an investment adviser managing long/short sector portfolios in Chicago.
Eight years of experience working with a self administrating investment adviser covering trading, client relations, marketing, accounting, and compliance issues.
Also, previously served as Service Manager at Bernardi Securities, Inc., a fixed income investment firm in Chicago.
Education
BS Mathematics, Clemson University