Bio

Tracy Tuens has 30 years of leadership experience in the wealth management and advisory industry, advising PE/VC investors, late-stage founders, innovators and single family offices. Tracy’s unique approach offers advice and strategic wealth planning plans across a client’s business interests, investments, tax and estate planning, banking, fiduciary and charitable objectives. Prior to joining Cynosure Management LLC, Tracy was Managing Director of SVB Private’s family office practice on the West Coast. Previously, she has led business development, and held client advisory and managerial roles, at the largest global banks including Bank of New York Mellon and SVB Private, as well as at boutique firms such as Chequers Financial Management, LLC and Robertson Stephens & Company. Tracy received a degree in international political economy from the University of California, Berkeley. She is currently a board member of the BizWorld.org, focused on educating youth in finance and entrepreneurship; 5th Element Group, a global consulting firm and UC Berkeley’s Political Economy Advisory Board. She has previously served on the board of private company HYLETE and Game Theory Academy and as an investment committee member of The San Domenico School for a decade. For a short period after graduating UC Berkeley, Tracy worked in Geneva, Switzerland for Serono, an international corporation.