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.
In a recent notice letter sent to clients, Ernst & Young (EY) disclosed a data breach involving a third-party service management platform that supports its tax-related client work.
Read More
On July 16, 2026, the SEC proposed Regulation E-Delivery (“Reg E-Delivery”), a new rule that would establish a comprehensive framework permitting, but not requiring, electronic delivery (“e-delivery”) as the default method for providing required disclosures and reports under the federal securities laws.
Read More
Data Breach Today released an article regarding Progress Software issuing a security alert urging organizations that use self-managed ShareFile Storage Zone Controllers to immediately shut down those systems due to a credible external security threat.
Read More