In his new capacity, Tracy will oversee the entire Global Wealth Management Investments (GWMI) Investment Advisory Services organization, which includes Consulting Group, Portfolio Management Group, Smith Barney Advisor, and Citi Institutional Consulting, according to the announcement. He will report to his predecessor, Paul M. Hatch, who was recently named Head of GWMI.
Previously, Tracy was Director of Consulting Group, and prior to joining Consulting Group in 2005, he was Director of Smith Barney’s Great Lakes region. The region ranked number one in fee-based assets under his tenure, the announcement said.
“He has repeatedly demonstrated his grasp of industry trends and his ability to provide our financial advisers with highly competitive tools and programs,” said Hatch.
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