Professional Background

Tracy Schwartz is a Senior Advisor at Stable Rock with more than 20 years of experience in financial services across investment management, investment banking, and academic leadership. She currently serves as Senior Program Director for Columbia University's Master of Professional Studies in Wealth Management, a CFP Board–registered program she designed and leads.

Before joining Columbia University, Tracy was a Founding Partner and the Chief Operating Officer and Chief Compliance Officer of White Elm Capital, LLC, a global equity long/short hedge fund, where she oversaw operations, compliance, investor relations, marketing, and technology. Earlier in her career, she spent nearly a decade at Merrill Lynch in the Mergers & Acquisitions Group, rising to Managing Director advising corporations and private equity firms on strategic transactions. Tracy began her career as an Investment Banking Analyst in the Health Care Group at Salomon Brothers.

She is an active industry speaker and serves as Secretary and Board Member of Alumni and Friends of Fiorello H. LaGuardia High School.

Tracy holds a Master of Business Administration from Harvard Business School and a Bachelor of Science with Distinction from Cornell University.

Rock-Solid Outside Of Work

Tracy enjoys running and has completed both the Boston and NYC Marathons. She also loves traveling, reading books, volunteering, playing mah jongg, and watching New York's professional sports teams. Her favorite time, though, is spent with her friends and family, especially listening to her daughter sing and cheering on her son at baseball games.