Our Team
Tracey Koukis

Tracey Koukis

Director of Operations

Tracey Koukis has nearly twenty years of experience in operations and firm administration activities. Tracey manages a number of operations activities, including portfolio accounting and reporting, account reconciliation, and account transition. She likewise has extensive experience in compliance program support and addressing a range of client service matters.

Tracey most recently served as an Assistant Vice President with an affiliate of Wilson, Kemp & Associates, Inc., an investment advisory firm with over $1.5 billion of assets under management serving a range of clients. While with Wilson Kemp she handled a variety of functions including office administrative management, account reconciliation, portfolio accounting, performance analysis and compliance program support. Tracey began her career as a sales assistant with First of Michigan Corporation.

Tracey graduated from Michigan State University with a BA in Public Administration. She has previously completed the following industry registration and examination requirements: General Securities Representative Series 7, Uniform Securities Agent State Law Series 63.