Tracey Nykiel
Dynamic financial services leader driving strategic growth and global relationships using a consultative approach to deliver results | Comprehensive experience in consultant relations, OCIO, investment consulting
- Role
- Managing Director, Lead Consultant at Syntrinsic
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Lead Consultant
Dec 2024 — Present
Forge strategic partnerships with foundation, endowment, and nonprofit clients, acting as the primary relationship manager and trusted advisor.* Cultivate relationships with prospective clients by creating tailored responses to requests for proposals (“RFP”) and delivering impactful finalist interview presentations.* Enhance firm visibility and reputation through representation at client events, networking opportunities, and civic engagements.* Lead regular client meetings to analyze economic trends, review portfolio performance, and address concerns, ensuring alignment with objectives.* Facilitate effective decision-making for clients across discretionary and non-discretionary portfolios by providing clear guidance and tailored recommendations.* Coordinate cross-functional teams to deliver consistent and bespoke client service.* Maintain and articulate a thorough understanding of investment matters, including portfolio development, asset allocation theory, and the impact of geopolitical, economic, and behavioral events on investment portfolios and markets.
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A.
The University of Chicago - Booth School of Business
M.B.A.
2007 — 2010
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Hedge Funds
- Fixed Income
- Pensions
- Financial Modeling
- Investment Management
- Equities
- Financial Services
- Valuation
- Institutional Investors
- Endowments
- Pension Funds
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Private Equity
- Series 7
- Asset Managment
- Investments
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