Expertise

Personal trust administration, specializing in supplemental needs trusts

Experience

With over 30 years of experience in the financial services industry, Tracie brings deep expertise and a broad perspective to her role at Midwest Trust, which she joined in 2021. Her career spans a wide range of financial disciplines, including tax accounting at leading Big Six firms Coopers & Lybrand and Arthur Andersen, wealth management as a financial advisor with American Express Financial Advisors, and serving high-net-worth individuals and families in the Private Bank at Bank of America. She has also led client services as director of client services at Buford, Dickson, Harper & Sparrow and managed complex trust accounts during her tenure at The Northern Trust Company.

Education

MBA, Webster University

Masters of Accounting/Taxation, University of North Carolina – Chapel Hill

BA in Economics, Spelman College

Professional / Civic Affiliations

The Links Incorporated, Member

Guttmacher Institute, Board Member

St. Louis Shakespeare Festival, Board Member

ACLU of Missouri, Board Member

Planned Parenthood St. Louis, Governance Committee, Former Director and Chair

Youth Learning Center/Biome Foundation, Former Director and Treasurer

Black Repertory Theater of St. Louis, Former Director