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Profil
Joe Barrow Tracy formerly worked at Bison Wealth LLC, as Managing Director from 2013 to 2024, The Robinson-Humphrey Co. LLC, as Institutional Equity Trader, Atlanta Equity Research LLC, as Principal, and Crestridge Capital Management LLC, as Managing Partner.
Mr. Tracy received his undergraduate degree from Denison University.
Anciens postes connus de Joe Barrow Tracy
| Sociétés | Poste | Fin |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Gestionnaire de Portefeuille-Actions | 01/08/2024 |
The Robinson-Humphrey Co. LLC
 The Robinson-Humphrey Co. LLC Investment Banks/BrokersFinance Operates as a stock brokers and dealers | Corporate Officer/Principal | - |
Crestridge Capital Management LLC
 Crestridge Capital Management LLC Investment ManagersFinance Crestridge's investment approach focuses on the fundamentals-driven selection of core long and short positions and opportunistic trading of stocks, options and ETFs. The Crestridge Validus Fund LP focuses on small-caps and takes a bottom-up approach to establishing long/short positions in a variety of sectors. They use ETFs to limit risk. The Crestridge Validus Fund II LP emphasizes mid and large-cap companies and invests in ETFs or ultra ETFs and stocks. They establish long (short) positions and write call (put) options against those positions. They employ opportunistic trading of options and ETFs to capitalize on volatility/irrational pricing. To remain flexible, the fund has no specific restrictions on long or short emphasis or position concentration. They generally do not have more than 10% invested in any single position. The Crestridge Capital Long/Short Offshore Fund is an offshore version of the Crestridge Validus Fund II. | Directeur en chef des Investissements | 30/08/2011 |
Atlanta Equity Research LLC
 Atlanta Equity Research LLC Investment Banks/BrokersFinance Provides investment research | Corporate Officer/Principal | - |
Formation de Joe Barrow Tracy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
The Robinson-Humphrey Co. LLC
The Robinson-Humphrey Co. LLC Investment Banks/BrokersFinance Operates as a stock brokers and dealers | Finance |
Denison University
 Denison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Atlanta Equity Research LLC
Atlanta Equity Research LLC Investment Banks/BrokersFinance Provides investment research | Finance |
Crestridge Capital Management LLC
Crestridge Capital Management LLC Investment ManagersFinance Crestridge's investment approach focuses on the fundamentals-driven selection of core long and short positions and opportunistic trading of stocks, options and ETFs. The Crestridge Validus Fund LP focuses on small-caps and takes a bottom-up approach to establishing long/short positions in a variety of sectors. They use ETFs to limit risk. The Crestridge Validus Fund II LP emphasizes mid and large-cap companies and invests in ETFs or ultra ETFs and stocks. They establish long (short) positions and write call (put) options against those positions. They employ opportunistic trading of options and ETFs to capitalize on volatility/irrational pricing. To remain flexible, the fund has no specific restrictions on long or short emphasis or position concentration. They generally do not have more than 10% invested in any single position. The Crestridge Capital Long/Short Offshore Fund is an offshore version of the Crestridge Validus Fund II. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
