Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments.
Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder.
Tracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.