Bryan Tracy

Bryan P. Tracy, CFA, CFP®

Vice President & Director of Financial Planning

Mr. Bryan Tracy joined Haverford in 2018 and has almost a decade of experience in the financial services industry. As Director of Financial Planning, Bryan works with clients and their Portfolio Managers in building customized financial plans based on the clients’ financial situations and goals.

Contact Information

610.995.8757

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Certifications & Education

B.A. Economics, Brown University

CERTIFIED FINANCIAL PLANNER™ professional

Chartered Financial Analyst® (CFA) designation

Previous Experience

Wealth Strategist & Vice President
PNC Bank

Wealth Planner
PNC Bank

Wealth Management Associate
PNC Bank

Loan Analyst
JP Morgan Chase

Financial Representative
Northwestern Mutual

Financial Planning Team

Bryan Tracy

Bryan P. Tracy, CFA, CFP®

Vice President & Director of Financial Planning
610.995.8757

Financial Planning Associate
610.995.8759