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OUR LEADERSHIP

Traci Dority-Shanklin

CEO & Multiemployer Strategy Consultant

Traci Dority-Shanklin is an experienced investment fund strategist with a strong focus on delivering innovative concepts and products to institutional investment managers and benefit funds. With a career spanning over three decades, Traci has built a solid foundation of expertise and success in the financial industry.

 

Beginning her career in Washington, D.C., Traci worked with a prominent political affairs and public relations firm, collaborating closely with labor unions. Her experience in this field provided her with valuable insights into the dynamics of the investment landscape and the needs of the institutional benefit plan marketplace.

 

In her most recent role as Managing Director with national and global investment firms, Traci showcased her talent for identifying enhanced products and services that positively impact the evolving environment faced by institutional benefit plans and their participants. Her strategic approach involves educating key decision-makers on relevant products and services, ensuring they stay ahead of industry trends. In previous roles, Traci's contributions was pivotal to the growth of the investment management firms she has worked with, earning her several prestigious sales awards. 

 

Traci resides in Charlotte, N.C., with her loving husband, two wonderful daughters, three adorable dogs, and the cutest cat ever. She obtained her B.S. degree from James Madison University and holds Series 7 and Series 66 licenses, demonstrating her deep understanding of the financial industry.

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BACKGROUND

MEDIA

Traci's passion for knowledge sharing led her to host two engaging podcasts. Through these platforms, she engages in insightful conversations with investment consultants, union leaders, pension fund trustees, administrators, leading pension fund professionals, financial planning advocates, and family dynamic and trauma recovery experts. These discussions provide a wealth of information to listeners, empowering them to make informed financial decisions and offering guidance to those navigating unique family landscapes.

For expert investment guidance and enlightening discussions on financial planning, tune in to Traci Dority-Shanklin's podcasts. Contact her today to explore partnership opportunities or access her valuable insights for your institution's benefit plan needs.

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