Tracy Nolte,

With over 20 years of experience in the financial industry, Tracy Nolte is an experienced portfolio manager delivering attractive risk-adjusted returns across the breadth of fixed income and other asset classes. Tracy’s asset management expertise and capital markets capabilities have allowed him to consistently deliver exceptional relative value from both a peer group perspective, but more importantly by helping clients achieve their goals with confidence, Prior to joining Extraco Wealth & Trust, Tracy served as Vice President and Portfolio Manager for the taxable SMA strategies at Advisors Asset Management. Through his thought leadership, capital markets acumen, and technology expertise, Tracy’s collaborative approach refined the framework used by the portfolio management teams delivering improvements across asset analysis, capital markets expectations, returns dispersion, and risk-return attribution. 

Prior to joining the Portfolio Management team, Tracy led the Portfolio Analysis team at AAM providing fixed income portfolio, credit, and risk analysis for AAM’s fixed income sales and service desk. Tracy’s expertise, capability, and skillset in distilling often complex topics have also allowed him to become a popular and engaging resource for peers and clients alike. This experience has engaged audiences from large, formalized keynote presentations to ad-hoc one-on-one conversations with end clients over the dinner table. At Extraco Wealth & Trust, Tracy combines deep investment expertise with a commitment to personalized guidance, thoughtful risk management, and helping clients move forward with confidence.