Tracey Nykiel
Managing Director, Lead Consultant @Syntrinsic
Signup · Get unlimited contacts
WORK HISTORY
Managing Director, Lead Consultant @Syntrinsic
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.
SKILLS
ABOUT 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
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.