Tracy Davies

Assistant Vice President

919-636-3765 Connect on LinkedIn

With investment operations and trading expertise, Tracy 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.

Tracy is a member of the 100 Women In Finance chapter of NC and serves on the Associates Board for the Nantucket Conservation Foundation.

  • Bucknell University
    Lewisburg, PA

    BSBA Management