Tracey Stofa Email & Phone Number
Managing Director, Head of Private Client Group @ Fort Washington Investment Advisors, Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Tracey Stofa Location
- Cincinnati, OH, US
Tracey Stofa Work
- 2022 -now Managing Director, Head of Private Client Group @
- 2016 -2022 Senior Vice President, Branch Manager @
- 2011 -2016 Complex Business Development Officer, Financial Advisor @
- 2008 -2011 Financial Advisor @
- 2005 -2008 Local Sales Manager @
- 1995 -2001 Account Executive @
- 1991 -1995 Chemical Sales Representative @
- 1987 -1991 Human Resources Specialist @
Tracey Stofa Education
- Miami University
Bachelor of Science (Business)
Tracey Stofa Skills
- Wealth Management
- Series 7
- Management
- Investments
- Training
- Performance Management
- Account Management
- Strategic Planning
- Sales
- Marketing
- Marketing Strategy
Tracey Stofa Summary
- Tracey Stofa, based in Cincinnati, OH, US, is currently a Managing Director, Head of Private Client Group at Fort Washington Investment Advisors, Inc.. Tracey Stofa brings experience from previous roles at Morgan Stanley, Morgan Stanley Smith Barney and Clear Channel Radio. Tracey Stofa holds a Bachelor of Science in Business @ Miami University. With a robust skill set that includes Wealth Management, Series 7, Management, Investments, Training and more. Tracey Stofa has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Tracey Stofa?
Find contact details for 700 million professionals.
Top Fort Washington Investment Advisors, Inc. Employees
Dan Carter
Managing Director and Senior Portfolio Manager
Cincinnati, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co