Melissa L. Tracz

Operations Manager

(626) 792-2228

Melissa joined the firm in 2005 and serves as Clifford Swan’s Operations Manager. In this role, she structures the firm’s technology and procedures to optimize service to our clients. Melissa began her career in the financial industry at Peregrine Advisers, Inc. in Pittsburgh in 1999 before relocating to Los Angeles in 2002 for a position at Western Asset Management.

In her free time, Melissa enjoys wine tasting with her husband and hiking with her pet beagle. She is also a Halloween enthusiast and creates an elaborate annual display that attracts hundreds of spectators.

Diamond

“I find it very rewarding to ensure we have the proper operational procedures and technology in place to provide exceptional service to our clients.”

EDUCATION
  • Point Park University, Bachelor of Science, Business Administration and Management, 2002

  • UCLA Extension, Certificate in Wine Education and Management, 2013

CERTIFICATIONS
Notary Public

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