Podcast: Tracey Brophy Warson

Sharon Fiehler talks with Tracey Brophy Warson, an advisor to startups in clean energy, food sustainability and fintech. Tracey is also a private investor and works with non-profits serving the underresourced and underrepresented.

About Tracey

Tracey Brophy Warson is an advisor to startups in clean energy, food sustainability and fintech. She is also a private investor and serves on non-profit organizations focused on serving the under resourced and underrepresented. She has 36 years of experience building businesses in financial services. Most recently at Citi Private Bank, she grew the business in revenues from $1.2 billion to $2.0 billion from 2014-2019. Tracey was named Chairman of Citi Private Bank North America in 2019 and retired from this position in June of 2020. As CEO of Citi Private Bank in North America, she was directly responsible for leading the ultra-high net worth and Law Firm Group private banking activities in 25 offices throughout the United States and Canada, overseeing over $230 billion in client business volume as of year-end 2018. Tracey and her diverse management team were instrumental in strengthening client relationships, enhancing products and services, and retaining and attracting some of the industry’s leading intellectual talent to the firm. Under Tracey’s leadership and vision, Citi Private Bank North America received numerous industry recognitions and awards, winning: Best North American Private Bank by the Family Wealth Report, Best Private Bank in North America from Global Finance Magazine, and Best Private Bank Overall 2019 from Private Asset Management. Prior to her role as CEO, Tracey was Global Market Manager for the Western US from 2010 to 2014 and oversaw Private Banking in Beverly Hills, Los Angeles, Orange County, Palo Alto, San Francisco, Phoenix and Seattle. From 2014-2018, Tracey was the co-chair of Citi Women, Citi’s global strategy to focus on the advancement of women as leaders and business drivers. In this role she led the firm’s progress in pay equity, representation goal setting and in having Citi sign the Women’s Empowerment Principles of the United Nations. Before joining Citi in 2009, Tracey served as West Division Executive for US Trust, Bank of America Private Wealth Management where she built and ran the Western Region. Prior to joining US Trust, she was Executive Vice President and Regional Managing Director of Private Client Services at Wells Fargo Private Bank. In this role, she was responsible for Wells Fargo’s investment management, trust, private banking, wealth planning and brokerage businesses in the Bay Area. Previously Tracey served as an Executive Vice President and Head of Sales and Distribution for Wells Fargo’s trading and sales business. She started her career in banking as an International Banking Officer at Toyo Trust & Banking Company in Los Angeles. Since 2015, Tracey has been recognized each year by the American Banker as of one of the top “25 Most Powerful Women in Finance.” Additionally, in 2018, the Financial Times recognized Tracey as an “FTHero” in their ranking of Top 100 executives globally who support women in business. Between 2005 and 2013, the San Francisco Business Times recognized Tracey every year as one of “The Most Influential Women in Bay Area Business”. Tracey earned her BA in Business Administration and French from the University of Minnesota. She also completed a fellowship at the Université de Tours, in Tours, France.