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.
A current cyber sweep exam is underway by the Division of Examinations. The request list includes multiple items that align with proponents of the proposed cybersecurity ruleRead More
This month, BNY Mellon’s N.A. division notified clients that one of its vendors’ systems was infiltrated, resulting in exposure of client data, including Social Security numbers, Ignites reported.Read More
The Department of Labor (DOL) voluntarily dismissed its appeal of the district court decision that struck down the DOL’s fiduciary reinterpretation of fiduciary status for advisers making rollover recommendations to retirement investors.Read More