Tracy Dolan

How do I help our clients Live a Richer Life®?
The private market investment landscape is broad and full of complexities. I have spent my career in investor relations helping clients better understand nuanced investments and their exposures. Listening to questions, providing transparency around opportunities that seem opaque, guiding clients through the investment process, and serving as partners to those who entrust us with supporting their goals and aspirations are foundational to how I approach my work with clients.

How do I align my time and money with my values and passions to Live a Richer Life®?
Living a richer life is built on strong and supportive relationships. I focus my attention and resources on things that grow and enhance my relationships with family and friends, such as a shared love of outdoor activities, creative and artistic outlets, and hobbies like cooking or gardening.