More than 20 years in administrative roles at Cohen & Co has taught Tracy what it takes to help keep the firm running like a well-oiled (and motivated) machine. She uses her positive energy and capacity to skillfully address any issue to lead the firm’s support team and to promote the firm’s culture.
Tracy also creates and implements a variety of initiatives that help prepare staff to work effectively with clients. In addition to guiding the firm’s team managers and senior team leadership group, she also manages all support and professional staff development. Tracy developed and leads the firm’s new manager training program, helping employees prepare for a leadership role, as well as the new hire program, a nine-month series of introductory programs that help new employees obtain an accurate picture of what our clients expect. Additionally, Tracy is integral in programming for Cohen University, the firm’s ongoing staff education and training program.
Tracy resides in Copley, Ohio, with her husband and their son. In addition to her passion for yoga, Tracy is an active tennis player and plays on two to three United States Tennis Association teams per season. She is a professed animal lover and is “mom” to three dogs. She also loves traveling to Hilton Head, reading on her Kindle and is a self-proclaimed lover of shoes!