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Team > Paul Tracey

Paul Tracey, CFP® is President of the Institutional Division for Horan Capital Management.

Paul began his career in 1992 in the investment banking field. He was promoted into management as a Vice President and was responsible for researching and analyzing initial public offering deals and private acquisitions.

In 1998 Paul moved to TD Waterhouse. He was promoted several times at management level. As District Sales Manager, he was responsible for training associates on all aspects of client servicing and sales.

In 2001, Paul was promoted to First Vice President of an investment management firm. He was responsible for establishing a national client servicing and sales team. As part of over seeing client servicing, Paul was responsible for reviewing client risk tolerances and needs to best help clients’ achieve their financial goals.

Paul received his Certified Financial Planner designation in 2000.

Paul received his B.S. from the University of California, Irvine. He also played division 1 tennis for UCI, where the team was ranked number 4 in the nation.

 

 

 
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