![Ryan Tracy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Ryan G.
Tracy is a Fixed Income Portfolio Manager & Senior Vice President at Appleton Partners, Inc. He is a Portfolio Manager on Appleton’s Fixed Income group and has been part of the team since 2011.
He is primarily responsible for the implementation and management of the Municipal Value strategy, as well as supporting the Strategic Municipal Crossover strategy.
Additionally, he works closely with both the Municipal and Taxable teams, supplementing with trading and execution across all fixed income asset classes.
He also serves as a member of Appleton’s Fixed Income Investment Committee.
Mr. Tracy was previously employed as a Principal by Moors & Cabot, Inc. and a Principal by SVB Leerink LLC.
Prior to joining Appleton, he worked in the Capital Markets Group at Leerink Swann managing the Retail Fixed Income initiative and supporting the Institutional Fixed Income team in both sales and trading.
Earlier experience included trading Fixed Income at Moors & Cabot’s Investments.
He received his BS degree from St. Michael's College and an MBA from Babson College.
Ryan Tracy active positions
| Companies | Position | Start |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Analyst-Fixed Income | 2010-12-31 |
Former positions of Ryan Tracy
| Companies | Position | End |
|---|---|---|
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Moors & Cabot, Inc.
 Moors & Cabot, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Ryan Tracy
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
29
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Moors & Cabot, Inc.
Moors & Cabot, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Michael's College
 St. Michael's College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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