
Tracy Davies
Associate
tdavies@hamiltonpoint.com 919-636-3765 Connect on LinkedInWith investment operations and trading expertise, Mrs. Davies provides analysis, reporting and financial planning support at Hamilton Point. She is a candidate for CFP® certification and previously held Series 7, Series 66 and Series 31 licenses.
Mrs. Davies is a member of the 100 Women in Finance chapter of NC.
Education
- Bucknell University
Lewisburg, PA
BSBA Management