Chris Tracey in

Chris Tracey

Collaborator · DISC type si
Director Of Compliance at Venture Visionary Partners
📍 Toledo, Ohio Metropolitan Area, United States

Chris Tracey is the Director of Compliance at Venture Visionary Partners, with deep expertise in operations, strategy, and business development. He was instrumental in growing a previous investment advisory firms assets from $800M to over $2. 5B. Colleagues describe him as detail-oriented, professional, and a great communicator. He holds a B. S. B. A from Miami University.

Outside of his professional role, Chris is passionate about community service and philanthropy in the Toledo area. He has actively promoted charitable planned giving and supported local organizations like ProMedica Foundations and Maumee Valley Habitat for Humanity to improve community health and wellness.

Unique fact: He played a key role in helping an investment firm more than triple its assets under management to over $2. 5 billion.

Read the full overview →
Experience
19 Years
Current Role
Director Of Compliance
Job Level
Mid-senior
Location
Toledo, Ohio Metropolitan Area, United States
Personality Overview

How Chris shows up

Good Listener
Appreciative
Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Priorities

Topics Chris cares about

Compliance as Strength
Focuses on building a robust compliance culture that acts as a business advantage, a philosophy he successfully implemented in previous leadership roles.
Wealth Management Growth
Has direct experience scaling an investment advisory firm, contributing to its growth from $800M to over $2. 5B in assets under management.
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Career

Work history

12-2021
Director Of Compliance
Venture Visionary Partners
8-2020 - 10-2021
Executive Director, ProMedica Foundations
ProMedica
1-2020 - 6-2020
Director, Business Operations and Compliance
TDC Investment Advisory
8-2016 - 1-2020
Chief Compliance Officer
TDC Investment Advisory
11-2011 - 6-2020
Compliance Consultant
TFO Phoenix, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2005
B.S.B.A.
Miami University
2003 - 2003
Education details unavailable
Miami University Dolibois European Center
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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