ABOUT TraceyTracey is the director of relationship management for the institutional group at Commerce Trust Company. In this role, he oversees business development and helps create strategies to strengthen his team’s expertise in the areas of retirement consulting, foundations and endowments support, and investment consulting.
He brings nearly two decades of financial services experience, most recently with Waddell Reed Asset Management. As vice president of marketing with the institutional asset group at Waddell Reed, Tracey spent five years servicing large institutional clients. He had a similar role at Columbia Management Group in Boston New York. His responsibilities included a role in product development, preparation of RFPs, consultant relations, and communicating asset allocation strategies to clients.
Tracey earned his Bachelor of Science degree in marketing and communications from Babson College and his Master of Business Administration degree from Cornell University’s Johnson Graduate School of Management
Tracey’s current community affiliations are the Truman Medical Center (Finance Investment Committee Chair), Missouri Housing Development Commission, Catholic Diocese KC (Investment Committee Chair SchoolSmart KC, Carriage Club, Oppenstein Brothers Foundation and the Shumaker Family Foundation. He previously served on the boards of the Robert Toigo Alumni Association, Academie Lafayette French Charter School, ArtsTech and the NFL 101 Steering Committee (Kansas City Chiefs).