Tracey Winters

Tracey Winters

President, Fairview Investment Administration

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.

Education & Training

  • B.A. in Accounting from NC Wesleyan College
  • Licensed Certified Public Accountant

Areas of Expertise

  • Fund accounting
  • Portfolio accounting
  • Financial statement preparation
  • Tax reporting