Tracy Patch

Tracy is a Vice President in the Orange County office of Capstone Headwaters, supporting the management of the Western Region. Prior to this, she worked as a Senior Banking Professional in Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies. She possesses nearly 15 years of experience in middle market investment banking, working on both domestic and cross-border transactions.

Her previous finance experience includes working in the hedge fund industry with Collins/Bay Island Securities LLC and Talisman Capital Partners. Prior to that, she worked with institutional fixed income sales at both Vining Sparks IBG, LP and Robert Thomas Securities, Inc. She also enjoyed tenure in management at The Disney Company.

Tracy holds an MBA from Pepperdine University and a BS in Finance from the Miami University of Ohio.