Tracy Tuens is a Managing Director at Boston Private and former director for BNY Mellon Wealth Management where she advised family office clients and private investors of the firm’s Family Office and Charitable Solutions group. Tracy joined the firm in 2012.
Previously, she spent seven years with Wells Fargo Family Wealth, as senior vice president and director of client management. In that capacity, Tracy was responsible for client acquisition and relationship management for families located throughout the United States. Her prior experience consists of new business development and client relationship management at US Trust Company, Bank of America Private Bank, and Robertson, Stephens & Company. She’s also worked internationally in Geneva, Switzerland.
Tracy is a member of the San Domenico School Investment Committee, where she has served for 5 years. Through The Bank of New York Mellon, Tracy is an advisor member of the Family Office Exchange (FOX) and the Institute for Private Investors (IPI). Tracy received a bachelor’s degree in international political economy from the University of California, Berkeley.