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Tracy Cao

Vice President, Team Lead Manager Research, Multi‑Manager Strategies

Xponance Inc

United States, Pennsylvania, Philadelphia

About Me

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

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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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