Meet Reference Point's Newest Leader: Ed Tracy

New York, Mar 03, 2023

Reference Point, a leading strategy, management and technology consulting firm focused on the financial services sector, today announced that Edward Tracy has joined the firm as a senior partner to lead its rapidly growing Wealth & Asset Management services in the firm’s Strategy Practice. He will be based in Reference Point’s New York office.

Tracy brings more than 25 years of experience in the wealth and asset management sector, where he specializes in digital transformation, enterprise cost reduction, platform strategy, and post-merger integration. He joins from global fintech software provider Broadridge Financial where he was an executive in client solutions delivery and helped lead a multi-year effort to introduce a front-to-back wealth management platform utility for the industry. Prior to that, Tracy was with JP Morgan, and held a number of consulting leadership roles including serving as a Principal at Deloitte Consulting where some of his accomplishments include launching a new wealth management practice, leading digital transformation services, and managing strategic engagements for large global financial services clients.

“Ed has a proven C-level track record and a deep understanding of the buy-side and sell-side sectors,” said Scott Goeden, Managing Partner, Reference Point. “He joins at a dynamic time where client assets and advised relationships are growing but firms are experiencing an increasing velocity of disruptions which are simultaneously demanding more investment in capabilities while reducing margins. Immersed in the world of wealth and asset management for the last 25 years, industry leaders have turned to Ed for his strategic guidance on some of the industry's largest transformation efforts and disruptive technology projects and continue to do so. We are thrilled to have Ed join the team.”

Tracy holds a master’s degree in Technology Management from Columbia University, a master’s degree in Business Administration from the Pennsylvania State University, and a bachelor’s degree in Business Administration from Muhlenberg College.

About Reference Point

Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for financial services clients. We combine proven experience and practical expertise in a unique consulting delivery model where our engagements are led by former industry executives supported by top-tier consultants, ensuring our clients receive superior quality and value. Please visit us at

Ph: 703-663-1745