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Terry Tracy

Terry heads our fixed income desk in North America and also has overall responsibility for the capital markets business for high net worth clients.

Before taking up his current role, he had overall responsibility for all municipal bond sales through Smith Barney. He began his career in the commercial paper division of Goldman Sachs, before moving to EF Hutton’s municipal bond department.

Terry graduated from the Whittemore School of Business and Economics at University of New Hampshire with a BS in Economics.


Based in New York, the fixed income desk in North America is made up of fixed income professionals in US government bonds, corporate bonds, preferred securities, municipal bonds, US agency and dollar- and non-dollar denominated international bonds. The desk reviews portfolios and helps to match individual securities with clients’ objectives.

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