Tracy Rothmeyer brings more than 25 years of investment experience to the firm and serves as Chief Operating Officer and Chief Compliance Officer. Prior to joining Port Capital, Tracy spent 19 years as a Vice President with Chicago-based investment management firm Advisory Research, Inc., where she was Head of Operations for the firm. She also served as the firm’s liaison with strategic industry partners including custodians, auditors and third-party administrators.
Tracy received her B.S. in Business Management with a minor in Psychology from Bradley University.
Current role
COO & Chief Compliance Officer at Paubox
Partner, COO & Chief Compliance Officer at Sage Mountain Advisors
COO & Chief Compliance Officer at Lowenberg Consulting
COO & Chief Compliance Officer at Crescent Grove Advisors
COO & Chief Compliance Officer at Eton Advisors