Tracie Casey

Portfolio Management Assistant

Tracie Casey joined CPS in July of 2019.

Her primary responsibilities are to assist four Investment Advisor Representatives with scheduling, new accounts, preparing for meetings, and gathering documents. She also performs numerous portfolio money management services.

Before joining CPS, Tracie worked at LRH as a Patient Financial Representative in the billing department. She was responsible for a variety of office tasks relating to a patient’s account throughout the revenue cycle.