Managing Director, Head of Private Client Group · Fort Washington Investment Advisors Inc
Tracey M. Stofa
CRD 5489347 · Named on Form ADV at one SEC-registered adviser
At a glance
Fort Washington Investment Advisors Inc, an SEC-registered asset manager based in Cincinnati, OH with $93.5 billion in regulatory assets, lists Tracey M. Stofa on its Form ADV as Managing Director, Head of Private Client Group, a control person.
Firms and roles
- Fort Washington Investment Advisors IncManaging Director, Head of Private Client GroupAsset manager · Cincinnati, OH · $93B in regulatory assets
AtlasMembers
Tracey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (13)
- Donald Joseph WuebblingDirector, Fort Washington Investment Advisors Inc
- John F. BarrettDirector, Fort Washington Investment Advisors Inc
- Maribeth S. RahePresident & CEO, Fort Washington Investment Advisors Inc
- Jonathan David NiemeyerDirector, Fort Washington Investment Advisors Inc
- David T. HendersonChief Risk Officer, Fort Washington Investment Advisors Inc
8 more people named with Tracey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tracey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.