Chief Administrative Officer
Tracy Rogers joined the Dakota team in 2007 as a Director of Client Service, and was promoted to our Chief Administrative Officer in 2012. She leads the Client Service effort for our Investment Sales Team, which includes interfacing and supporting our Investment Partners daily, responding to allocator inquiries, completing RFPs, and managing all quarterly client communications. Additionally, she runs our OnBoarding, Training and Mentorship Programs for all new Dakota team members. Additionally Tracy, serves as Compliance Support for our RIA, Dakota Investments. She is also a Board Member of Women in Investing Network of Philadelphia.
Prior to joining Dakota, Tracy was the Director of Client Services for Penn Square Real Estate Group and an Annuity and New Business Underwriter for Allianz Life Insurance Company of North America. She graduated from Gettysburg College with her Bachelor's in Business Management.
A fun fact about Tracy is that she loves playing tennis. She's played since she was 5, and on through college where she was team captain. Tracy continues to enjoy playing competitively today.
