Managing Partner & Director of Client Service
Tracy Hoffmann is a Managing Partner of XXI Wealth and the firm’s Director of Client Service. She is responsible for how clients experience the practice — the coordination, communication, and follow-through that hold a relationship together over time.
Tracy has worked in private wealth and investment management since 1994, beginning at William Blair & Company in Chicago. She went on to roles at Geneva Advisors and, before XXI, as a Senior Client Service Manager at a major North American bank. She brings that experience to the standard of service the firm holds for every client relationship.