Tracy Cao is Vice President, Team Lead for Manager Research, Multi-Manager Strategies at Xponance® and joined the firm in 2013. In this capacity, Tracy identifies and evaluates prospective asset managers for the multi-manager strategy platform on a global basis. Additionally, she sources boutique managers, conducts frequent on-site due diligence meetings, and produces original research for clients on a variety of global equity related topics. Prior to Xponance®, Tracy was an equity research analyst intern at UBS Investment Bank, in both Amsterdam and Hong Kong, as well as an investment advisory intern at Merrill Lynch Wealth Management in Baltimore, Maryland. Tracy earned her M.S. in Fina


Tracy Cao
Vice President, Team Lead Manager Research, Multi‑Manager Strategies
Xponance Inc
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Vice President, Team Lead Manager Research, Multi‑Manager Strategies
Xponance Inc
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
Oct 27, 2024
Work Experience
Xponance, Inc
Vice President | Team Lead Manager Research, Multi‑Manager Strategies Jan 2020 - Present
Email: tcao@xponance.com
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