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Tracy Cao

Investor

Director, Team Lead Manager Research, Multi-Manager Strategies at Xponance

Philadelphia, Pennsylvania, United States

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About

Tracy Cao is Director and Team Lead of Manager Research, Multi-Manager Strategies at Xponance, Inc. She holds the CFA charter, an MS in Finance from Johns Hopkins University, and an MS in Business Economics from the University of Amsterdam. Cao is fluent in English and Mandarin Chinese.

Experience

  1. Xponance, Inc.Director | Team Lead Manager Research, Multi‑Manager Strategies at Xponance, Inccurrent2026 — present
  2. Xponance, IncVice President | Team Lead Manager Research, Multi‑Manager Strategies2020 — 2026Greater Philadelphia Area
  3. FIS GroupSenior Research Analyst2019 — 2020Philadelphia, Pennsylvania, United States
  4. FIS GroupResearch Analyst2013 — 2018Philadelphia, Pennsylvania, United States
  5. UBS Investment BankEquity Research Analyst Intern2012Hong Kong
  6. Merrill LynchInvestment Advisory Intern2011 — 2012Baltimore, Maryland Area
  7. UBS Investment BankEquity Research Analyst Intern2010Amsterdam Area, Netherlands

Skills & more

  • CFA — CFA Institute

From Tracy's professional profile.

Colleagues at Xponance

Binika Rijal
Quantitative Analyst, Systematic Global Equities at Xponance
Brenda Alfaro
Director of Business Development at Xponance
Cameron McLennan
Senior Director, Senior Portfolio Manager, Systematic Global Equities at Xponance
Cesar Gonzales, Jr.
Senior Director, Manager Development and Client Portfolio Manager at Xponance
Charles L. Curry, Jr.
Managing Director, Senior Portfolio Manager, U.S. Fixed Income at Xponance
Clarissa Parker
Director of Client Engagement & Sustainability at Xponance
Corey Moore
Director and Portfolio Manager, U.S. Fixed Income at Xponance
Cynthia Steer
Independent Board Member at Xponance

Frequently asked questions

Who is Tracy Cao?
Tracy Cao is Director and Team Lead of Manager Research, Multi-Manager Strategies at Xponance, Inc. She holds the CFA charter, an MS in Finance from Johns Hopkins University, and an MS in Business Economics from the University of Amsterdam. Cao is fluent in English and Mandarin Chinese.
Where does Tracy Cao work?
Tracy Cao is Director, Team Lead Manager Research, Multi-Manager Strategies at Xponance.
Where did Tracy Cao go to school?
Tracy Cao studied at The Johns Hopkins University - Carey Business School (Master, Finance); University of Amsterdam (Master, Business Economics).

Same school

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