Tracey Devine, CIMA®

Director of Investment Team COmmunication | Generalist Portfolio Manager

Tracey Devine joined SaratogaRIM in October 2022. As a member of the investment team, she is familiar with the firm’s portfolio and involved in portfolio management discussions. She also assists the investor relations team by using her extensive industry experience as a former due diligence analyst to develop and implement best practices regarding affiliations and communications with advisors, consultants, and family offices.

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Professional Experience & Designations

  • Certified Investment Management Analyst® (CIMA®)

  • Member of the CFA Institute and Jacksonville Society of Financial Analysts

  • Truist Advisory Services (Previously SunTrust)

    • Director of Manager Research for over 8 years; responsible for sourcing and monitoring a platform of domestic equity managers

  • Legacy Trust Family Wealth Offices

    • Director of Investment Research & Consulting

  • Wells Fargo (and predecessor firms: Wachovia Bank, First Union National Bank, and Florida National Bank)

    • Managing Director of Investment Strategy & Research

    • Tasked with building one of the first open architecture investment platforms supporting asset allocation guidance, manager due diligence processes and full array of asset management solutions for the bank’s wealth management division

Education

  • Purdue University Global

    • B.S. Business Administration

Fun Facts

  • Avid skier

  • Lives in Florida