Tracey Keevan

Tracey has been serving clients in the asset management industry since 2000. She is specialized in the delivery of tax services, development of tax technology digital solutions and consulting to regulated fund products. She has a wide network of contacts in asset management which enables her to bring relevant tax technical and technology insights on leading practices in this area. She is currently the US Asset & Wealth Management Tax Technology Leader, which is responsible for the development and delivery digital tax technology solutions to our clients. She received a Bachelors of Business Administration in Accounting from the University of Massachusetts Amherst and Masters of Science in Taxation from Northeastern University. She is a member of the NICSA Tax Committee since 2012 and the AICPA and the Massachusetts Society of CPAs since 2001. She has been a panelist at multiple industry conferences covering tax technical and technology innovation.

“2020 taught me how to recognize what is important.”