Tom Gregory Tracy
Plus aucun poste en cours
Profil
Mr. Tracy began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche providing comprehensive financial planning for elite clientele.
At Deloitte, he also worked in the tax department acquiring broad expertise in individual income tax issues and planning.
Mr. Tracy was the first, post-founding professional employee of Kochis Fitz (now Aspiriant) in 1992 and became a principal of the firm in 1995.
Mr. Tracy earned a Bachelors degree in Economics from Chico State in 1983 and an MBA (Distinguished Student Award) in Finance from San Francisco State University in 1987.
He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received the prestigious Chartered Financial Analyst credential in 1995.
Anciens postes connus de Tom Gregory Tracy
| Sociétés | Poste | Fin |
|---|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
 Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Corporate Officer/Principal | 31/12/2007 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1991 |
Formation de Tom Gregory Tracy
| San Francisco State University | Masters Business Admin |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
