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Robert J. Tracy

Robert J. Tracy

Financial Advisor

An avid reader and life-long learner, Robert J. Tracy first found an interest in financial markets at 17 while reading his mother’s New York Times. Excelling in both academics and athletics in his youth, Bob is a well-rounded team player who supports his clients with both his extensive knowledge of the markets and his encouraging attitude.

With 35 years of experience navigating multiple market shifts, Bob provides relevant perspectives to clients in an increasingly complex financial world. He has served a wide variety of clients ranging from high net worth and ultra-high net worth clients, to hedge funds, to bank trust departments to customized personal plans.

Bob began his financial career in municipal and corporate bonds and then shifted focus towards the stock market at Merrill Lynch where he ran the branch syndicate stock offerings book and became well-versed in following a company’s life cycle.

Bob resides in Atlantic Highlands, NJ with his wife Sharon and children Chole and Gavin. He enjoys spending time with them on the beach, experiencing art & music, or playing games at home.