Tracy Rogers Headshot | Dakota Investments

Tracy Rogers

Chief Administrative Officer

Joining Dakota in 2007, Tracy Rogers is our Chief Administrative Officer and Director of Client Service, but to her colleagues she’s “Command Central.” Highly focused on steering and executing the processes and procedures she put in place, Tracy ensures Dakota continues to provide an exceptional client experience.

Her responsibilities have paralleled Dakota's growth. Tracy not only organizes the day-to-day operations, but also drives the customer service part of the business. She responds to client inquiries and requests, and meets deadlines as they're defined. A face at industry trade shows and conferences, Tracy loves interacting on both sides of the business with industry professionals and investment advisors alike.

Prior to joining Dakota, Tracy was Director of Client Services for Penn Square Real Estate Group and an Annuity/New Business Underwriter for Allianz Life Insurance Company of North America. She holds a bachelor’s degree in Business Management from Gettysburg College.

Blogs Written By Tracy

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic are all becoming very hot topics on RFP questionnaires. The heightened awareness of these issues are...

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Starting an RFP? These Are the Top 80 Questions You Need to Answer

  Most investment management companies that exist today consider a Request for Proposal (RFP) the foundation of their due diligence process when researching an investment strategy. Investing time in...

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Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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