Ryan G. Tracy

Vice President
Portfolio Manager and Research Analyst

Role at Appleton

Ryan is a Portfolio Manager and Research Analyst on Appleton’s Fixed Income team. He is a Portfolio Manager of the Long Municipal strategy, and trades in all fixed income strategies, working closely with both the Municipal and Taxable Portfolio Managers. Ryan supports the Fixed Income Research team as a generalist, monitoring existing municipal holdings.

Professional Experience
Prior to joining Appleton, Ryan worked in the Capital Markets Group at Leerink Swann managing the Retail Fixed Income initiative and supporting the Institutional Fixed Income team in both sales and trading. Earlier experience included trading Fixed Income at Moors & Cabot’s Investments. Ryan is a member of the Boston Municipal Analysts Forum and the Boston Security Traders Association.

Education

M.B.A., Babson College

B.S., Saint Michael’s College

Personal Notes
Ryan lives in Charlestown, MA. During his free time, he can be found skiing, hunting, fishing or on the water in his hometown of Marblehead, MA. Ryan currently serves on the Board of ALS Warriors of Wall Street.

 

 

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T: 617 – 338 – 0700 x730