Tracey Hembrick is a Managing Director and Portfolio Manager at Bank of America Private Bank in Washington, D.C. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Tracey works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Prior to joining Bank of America Private Bank, she served as both an Investment Risk Manager and Portfolio Manager at Wells Fargo helping give her experience and insight into the wealth management needs of high-net-worth individuals, families, and foundations. Previously (from 2000-2005), she was a Portfolio Manager with Bank of America as well as a Financial Analyst in Corporate Strategy and Planning (M&A) for Bank of America’s predecessor organization, NationsBank where she was a contributing member of the acquisition deal team and led some of the divestiture efforts.
Tracey obtained a Bachelor of Science degree in mathematics from Spelman College and a Master of Business Administration from the University of Michigan’s Ross School of Business.
She serves on the Advisory Board of Charlotte Ballet and is an avid philanthropic leader having chaired the Charlotte Ballet Board of Directors and previously served as Secretary and Treasurer of Freedom School Partners (a Children’s Defense Fund affiliated literacy program) Board of Directors.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.