Tracy Tuens

Tracy Tuens has a diverse work experience spanning across various industries and roles. Tracy is currently serving as the Managing Director at The Cynosure Group since April 2023. Prior to this, they were an Advisory Board Member for the Political Economy Department at the University of California, Berkeley starting from June 2022. Tracy also served as an Advisory Board Member at 5th Element Group PBC starting from June 2021.

In terms of financial services, Tracy held positions such as Managing Director at SVB Private from April 2018 to May 2023, and Managing Director of Client Advisory at Ascent Private Capital Management from May 2016 to March 2018. Tracy worked as a Senior Director at BNY Mellon Family Office & Advisor Solutions from December 2012 to October 2015.

Previously, Tracy had roles at Abbot Downing (a Wells Fargo business) as SVP, Family Wealth Advisor from May 2005 to November 2012, and at U.S. Trust as VP, Business Development Officer from December 2000 to April 2005. Tracy also worked as a VP, Relationship Manager at Bank of America from June 1997 to November 2000.

Throughout their career, Tracy has held board positions, including being a Board Member at BizWorld.org since January 2014.

Overall, Tracy Tuens has a wealth of experience in management, advisory, and relationship management roles in both the financial and academic sectors.

Tracy Tuens completed their Bachelor of Arts (BA) degree in International Political Economy at the University of California, Berkeley from 1984 to 1988. Additionally, Tracy has obtained certifications such as the Series 65, Series 66, and Series 7 from FINRA. The specific months and years when Tracy obtained these certifications are not provided.