Tracey Koukis
Director - Operations
Tracey Koukis has more than twenty years of experience in operations and firm administration activities. Tracey manages a number of operations activities, including client portfolio reporting, account reconciliation of custodian records using our proprietary accounting system, and account transition. She additionally performs several of our compliance program activities and addresses a range of client service matters.
Tracey most recently served as an Assistant Vice President with Wilson, Kemp & Associates, Inc., an investment advisory firm with over $1.6 billion of assets under management. 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 Bachelor of Arts degree in Political Science.
Tracey most recently served as an Assistant Vice President with Wilson, Kemp & Associates, Inc., an investment advisory firm with over $1.6 billion of assets under management. 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 Bachelor of Arts degree in Political Science.