Tracey Bohley

Chief Financial Officer at Purshe Kaplan Sterling Investments (PKS)

Tracey Bohley has extensive experience in the finance industry, currently serving as the Chief Financial Officer at Purshe Kaplan Sterling Investments (PKS). Tracey has held various roles within the company, including Assistant Controller, Commission Manager, Assistant Director of Operations, and Operations Assistant. Prior to joining PKS, Tracey worked at First Albany Corp. as a Retirement Specialist. Tracey holds a degree from Empire State University and has also studied at Hudson Valley Community College.

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Timeline

  • Chief Financial Officer

    August, 2021 - present

  • Assistant Controller

    2015

  • Commission Manager

    2006

  • Assistant Director Of Operations

    2002

  • Operations Assistant

    2000