Tracey Winters
President, Private Fund Administration
Tracey primarily manages fund accounting operations.
Tracey primarily manages fund accounting operations.
Before Tracey Winters joined Fairview in 2007, she managed various departments at a fund administrator, which has given her broad experience with mutual funds, hedge funds, governmental and nonprofit investment pools, and insurance pools. She has a strong background in portfolio accounting, financial statement preparation, and tax reporting.
The SEC issued a notice of intent that would adjust for inflation the dollar amount thresholds under the Investment Advisers Act that permit investment advisers to charge performance-based fees to “qualified clients.”
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Fidelity Brokerage Services has agreed to pay $1.25 million after it failed to enforce “appropriate cybersecurity controls” in 2024, leading to a significant data breach affecting approximately 77,000 customers, according to an announcement by Secretary of the Commonwealth of Massachusetts William Galvin on April 27.
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