Kyle Tracey

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Consumer Services

Profile

Mr. Kyle Tracey is Financial Planner at Ballentine Partners LLC since 2006.
His involvement in financial planning spans the full spectrum of topics although he is currently engaged in researching the latest developments in the areas of estate planning and wealth transfer techniques.
Mr. Tracey joined the firm after graduating from Brown University in 2006.
At Brown, he earned his Bachelor of Arts degree in Business Economics.
He is a Certified Financial Planner (TM) practitioner.

Former positions of Kyle Tracey

Companies	Position	End
Ballentine Partners LLC Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds.	Corporate Officer/Principal	2011-10-31

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Private companies	2
Ballentine Partners LLC Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds.	Finance
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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