Tracy Taylor
Controller @MAI Capital Management
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WORK HISTORY
Controller @MAI Capital Management
EDUCATION
The University of Akron
Master of Science (MS), Accounting
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
ABOUT TRACY TAYLOR
As a CPA and Controller, I have spent 13 years in the RIA industry—building my financial foundation in the institutional rigor of Asset Management before transitioning to the bespoke complexity of Wealth Management. While these sectors differ, I know the universal pressure point they share: The Quarter-End Crunch.I have lived through the specific anxieties of that cycle—managing liquidity needs, ensuring precise revenue recognition (ASC 606), and navigating the operational friction that comes with rapid AUM growth.I do more than close the books. I lead financial operations to power enterprise growth. My goal is to transition the back office from a necessary cost center into a scalable strategic asset. I specialize in:Revenue Architecture: Designing billing workflows that can handle M&A integration without breaking.Operational Leverage: Reducing manual dependencies (the to lower risk and increase speed.Financial Leadership: Translating complex financial data into actionable strategy for executive leadership.I believe the \"Office of the CFO\" in the RIA space is overdue for technological innovation. We handle billions in assets, yet we often rely on fragile spreadsheets to manage our most critical revenue functions.In addition to my executive role, I am actively researching and developing frameworks to automate these complexities—specifically regarding split-billing logic, fee audits, and Beyond the P&L, I am deeply committed to the Northeast Ohio community, with a focus on leadership development and economic empowerment.Board Member, Greater Cleveland Sports Commission: Supporting economic impact through sports tourism.Member, Junior League of Cleveland: Dedicated to promoting volunteerism and developing the potential of women through effective action and trained leadership.Financial Literacy & Wealth Building: I am active as a speaker and mentor focused on closing the wealth gap. I help professionals apply corporate financial discipline to their personal balance sheets to build generational wealth.Always open to connecting with RIA leaders and Controllers to discuss the future of financial operations.
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