Tracy Gallman, President of Gallman Consulting Group, has more than 20 years’ experience in the financial services industry. She has held a wide range of leadership positions and is an acknowledged industry expert in strategic consulting, practice management, distribution, platform development, due diligence and marketing.
Before creating Gallman Consulting Group, Tracy served for ten years as Senior Vice President, Product and Platform Development, for LPL Financial. She was instrumental in the creation and development of the RIA platform and Model Wealth Portfolio platforms. In 2011, LPL Financial received the coveted MMI Platform Innovation of the Year award for platform design. In other roles at LPL Financial, Tracy created an advisor practice management curriculum and developed the Unified Managed Account and Mutual Fund Wrap platform.
Tracy’s career also includes service as Wealth Management Consultant at RBC Dain Rauscher, where she guided financial advisors in the development of wealth management and practice management capabilities. She originally began with Nicholas Applegate Capital Management, holding responsibility for product development, key accounts and consulting with financial advisors and their clients.
An active member of IMCA and the MMI, Tracy is a popular industry speaker and a graduate of Point Loma Nazarene University.