Meet The Expert

I’m an industry-renowned communications strategist who developed the early media strategies that positioned Fidelity, Charles Schwab, Morgan Stanley, and ING for industry leadership.

Everything I do is focused on expanding your name recognition, separating you from competitors and boosting bottom line growth

What People Say

  • "Tracey's content differentiation strategies helped us tell a story that put us far ahead of the competition and kept us there. She has a unique and invaluable skillset developing messaging that drives bottom-line growth."

    — Former CEO, Global Financial Firm

  • “Tracey is one of those unique media specialists who understands our content needs, shapes the most compelling company stories and has a full grasp of the digital environment that needs to quickly , draw readers and drive social coverage.”

    — Leading Wealth Management Reporter

  • “As the chief marketer of a company in a highly competitive industry, your challenge is separating your brand from the crowd. Tracey is one of the most effective communications strategist who does just that.”

    — CMO, Global Insurance and Asset Manager

More About Tracey

  • Regarded by financial industry C-suite leaders, distribution heads, marketers, and media as one of the most impactful brand and visibility-building strategists.

  • Content creation expert who has crafted some of the most unique and transformative storylines.

  • Campaigns have added $500B in assets.

  • Worked extensively with the general business press, industry publications, bloggers, and influencers, with a keen eye for leveraging digital platforms to amplify a company’s voice.

  • Known for deep experience and knowledge across the industry, with a specialty in making the complex understandable and effectively reaching and persuading all key audiences.

  • Skilled at realigning a company’s view during market turbulence.

  • Expert at using technology inside and FIN.AI messaging to show how financial services uses IT to enhance the customer experience.

  • I use a “skate towards where the puck is going to be” approach that anticipates how companies should be positioned as industry shifts occur.