Joe has 25 years of experience in the financial business. After graduating from Denison University in 1992 with a dual Degree in Economics and French, he 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. Joe came to Bison Wealth with Lakeview Capital Partners in 2022 and was with Lakeview since 2011. Joe continues to enjoy managing equity portfolios and option strategies as well as private equity.
Joe was born and raised in Atlanta, Georgia, attended The Lovett School and Denison University and is married to his high school sweetheart (another Atlanta native), Nancy White Tracy. Together, they have two children, Emma and Jack, as well as several Jack Russell terriers. The Tracy family is a longtime active member of St. Philips Episcopal Church, The Piedmont Driving Club and the 9 o’clocks.
Family bonds, and a love of country music, are why Joe’s favorite quote comes from an Eric Church song.
Quote to live by: “I wouldn’t be who I am today, if not for those I’ve loved along the way.” – Eric Church