Ryan G. Tracy

Portfolio Manager and Research Analyst
Senior Vice President

Role at Appleton
Ryan is a Portfolio Manager on Appleton’s Fixed Income group and has been part of the team since 2011. He is primarily responsible for the implementation and management of the Municipal Value strategy, as well as supporting the Strategic Municipal Crossover strategy. Additionally, he works closely with both the Municipal and Taxable teams, supplementing with trading and execution across all fixed income asset classes. Ryan also serves as a member of Appleton’s Fixed Income Investment Committee.

 

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 Sales & Trading team. 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 resides in Charlestown, MA. When not at work, he can be found outdoors skiing, hunting, fishing, or on the waters of the North Shore. Ryan is an avid supporter and volunteer in the ALS community.

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T: 617 – 338 – 0700 x730