Compound merges with Alternativ, surpasses $1B+ in AUM

Lithia, FL

Tracy Kinder

RIA Operations Lead

Tracy has over 13 years of experience in the RIA space, having started her financial career at National Asset Management. From there, she helped start a new RIA, and grew it to over $1B in assets under management prior to joining Compound Planning in July of 2022. Tracy brings a vast knowledge of experience, having worn a multitude of hats across her tenure in the industry. While she can answer a range of questions across the RIA landscape, she excels in the operational aspect of the business, and is well versed across many platforms and custodial sites, including Schwab, Folio/Goldman and Fidelity. Tracy graduated from Lehigh University in 2006, with a Bachelor of Science in marketing and a minor in psychology. She also holds her series 65 license. In her free time, Tracy enjoy family-oriented activities with her 2 children. Chloe, her oldest, plays both travel ball and flag football, and Tracy’s weekends are spent cheering her daughter on from the sidelines.

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