Tracy Rogers, Chief Administrative Officer

Tracy Rogers

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 the Investment Sales team which includes interfacing with our Investment Partners on a daily basis, responding to client inquiries, completing RFPs, and managing all Investment Sales Webinars. She also leads our OnBoarding Training and Mentorship Programs for all new Dakota employees and runs our Summer Internship Program. Additionally, Tracy serves as compliance support for our RIA, Dakota Investments.

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 been playing since she was 5, and up through college where she was team captain. She continues to enjoy playing competitively today.

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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Tel: (610) 642-1481

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