Chief Operating Officer
Tracy has spent most of her career in Asset and Wealth Management, having previously worked 10+ years for a European Bank in both Jersey and Zurich. Tracy joined Somerston Group in 2016 and was appointed as Managing Director of Carlton Management, the licensed Trust Company Business through which the family office is administered, and as Chief Operating Officer to the wider Group. Tracy is a Fellow of the Institute of Chartered Accountants in England and Wales and holds the CISI Investment Advice Diploma.