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Joe Barrow Tracy
Portfolio Manager-Equities at Bison Wealth LLC
Profile
Mr. Joe B.
Tracy is a Managing Director at Bison Wealth LLC.
He has over 25 years of experience in the financial business.
Since joining Lakeview in 2011, Joe continues to enjoy managing equity portfolios and option strategies as well as private equity.
Mr. Tracy began his career in New York as a NASDAQ market maker with the Robinson Humphrey Company.
He traded stocks for next 15 years and built a passion for trading in the equity markets.
He graduated from Denison University in 1992 with a dual Degree in Economics and French.
Joe Barrow Tracy active positions
Companies | Position | Start |
---|---|---|
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Portfolio Manager-Equities | 2013-02-28 |
Former positions of Joe Barrow Tracy
Companies | Position | End |
---|---|---|
Crestridge Capital Management LLC
![]() Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Chief Investment Officer | 2011-08-29 |
The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | - |
Atlanta Equity Research LLC
![]() Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Corporate Officer/Principal | - |
Training of Joe Barrow Tracy
Denison University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Atlanta Equity Research LLC
![]() Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Finance |
Crestridge Capital Management LLC
![]() Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Finance |
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
The Robinson-Humphrey Co. LLC | Finance |
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