Tracy TuensSenior Business Development Officer Managing Director Private Client Group Wealth Management & Trust San Francisco Bay Area
Tracy Tuens is a Managing Director in Boston Private’s San Francisco office. Tracy leads a collaborative team of subject matter experts to deliver a robust, cohesive client experience and integrated service offering. With more than 20 years of leadership experience in financial services, at Ascent Private Capital Management, Bank of New York Mellon Family Office and Abbot Downing, Tracy offers a unique and fresh perspective navigating her clients through an ever-changing financial world. Her distinct approach designs a strategic wealth plan that holistically ties together clients’ business interests, investment management, tax and estate planning, private banking, and fiduciary and charitable objectives in order to implement well-conceived, customized solutions.
Tracy has a degree in international political economy from the University of California, Berkeley. She is a current board member of the BizWorld Foundation and has previously served on the board of Game Theory Academy (two years) and as an investment committee member of The San Domenico School (ten years).