Tracy Swanson assists organizations in the evaluation, selection, and onboarding of money managers.  Throughout his career, he has extensive experience both as part of an organization choosing a money manager and as a selected money manager.

Tracy has also served in numerous roles related to organizational financial management including his service as a board member of the Wyoming Retirement System.  In that role Tracy served for eight years, including two years as the System’s Chairman, and oversaw the investment of over $5 billion in assets.

Prior to operating his consultancy firm, Tracy was a Senior Vice President with D.A. Davidson Companies.  He opened the firm’s office in Sheridan, Wyoming and grew it to have over $500 million under management.  Tracy spent his early career with Piper Jaffray.  Tracy attended Casper College and the University of Arizona.