About
I'm Tracy Britt Cool, an investment advisor and stock broker dedicated to empowering individuals and businesses to reach their financial potential. With over 14 years of experience, I provide tailored investment strategies and hands-on financial guidance, helping clients achieve long-term growth and sustainable value.
Investment Advisor & Stock Broker.
Transforming Vision into Value - Strategic Guidance for Sustainable Success.
- Website: tracybrittcoolconsulting.com
- Email: contact@tracybrittcoolconsulting.com
At Tracy Britt Cool Consulting, I specialize in offering investment advisory and stock brokerage services to individuals and executives. My focus is on helping clients navigate financial decisions with precision and confidence, combining deep financial insights with a personalized approach to achieve their long-term goals.
Years of experience
Happy Clients
Hours Of Advisory Support
Percent Client Satisfaction
Services
At Tracy Britt Cool Consulting, I offer strategic investment and financial advisory services to help individuals and businesses achieve sustainable growth and long-term financial success. Whether you're building personal wealth or trying to grow your financial portfolio, my guidance is tailored to support your goals.
Investment Advisory
Customized investment strategies for individuals and businesses, focused on sustainable growth and wealth preservation.
Financial Consulting
Comprehensive financial planning and wealth management for enduring financial health and resilience.
Digital Assets Trading
Expert services to navigate the dynamic world of digital asset markets, offering strategies for trading, portfolio diversification, and risk management.
Portfolio Management
Tailored portfolio management to help individuals build and secure their wealth with informed asset allocation.
Skills
Empowering people with strategic insights and operational excellence for lasting financialgrowth and value creation.
Resume
Sumary
Tracy Britt Cool
Dynamic Investment Advisor and Stock Broker with a proven track record of helping clients achieve sustainable growth. With over 14 years of experience, I provide financial services to create long-term value and drive impactful transformations.
Education
Master in Business Administration
2007 - 2009
Harvard Business School, Boston, MA
Specialized in business strategy, finance, and leadership, gaining the expertise to drive sustainable growth and operational excellence for businesses.
Bachelor of Arts
2003 - 2007
Harvard University, Cambridge, MA
Developed a strong foundation in economics and business, which has been instrumental in shaping my approach to strategic investment and long-term value creation.
Professional Experience
Co-Founder & CEO
2019 - Present
Kanbrick, Charlotte, NC
- Co-founded Kanbrick to provide strategic investment and operational guidance for consumer and retail businesses, focusing on sustainable growth and long-term value creation.
- Oversee investment evaluations, financial analysis, and strategic planning.
- Lead a dedicated team in delivering hands-on guidance in financial restructuring and development.
Director of Business Development
2009 - 2019
Berkshire Hathaway, Omaha, NE
- Worked closely with Warren Buffett on managing and optimizing various Berkshire Hathaway subsidiaries, providing high-level strategic and operational support.
- Directed business growth and restructuring initiatives across multiple industries, including retail, manufacturing, and consumer goods.
- Developed financial and operational assessments to improve subsidiary performance and achieve business objectives.
Testimonials
Hear from my satistfied clients!
Tracy's personalized guidance completely transformed my approach to investing. She helped me craft a portfolio that not only aligns with my goals but also gives me peace of mind in managing my wealth.
Saul Goodman
Individual Investor
As a first-time investor, Tracy's advice gave me clarity and confidence. Her approachable style and deep expertise made complex financial concepts easy to understand. I'm now on a solid path to achieving my financial goals.
Sara Wilsson
Wife and Mother
Tracy provided me with a detailed investment strategy tailored to my specific circumstances. Her advice has been instrumental in helping me balance my risk tolerance with long-term growth objectives.
Jena Karlis
Small Business Owner
Tracy's knowledge of financial markets and her ability to simplify investment options has been a game changer for me. Her focus on long-term sustainability helped me secure my financial future.
Matt Brandon
Retiree
Thanks to Tracy's advice, I've been able to diversify my investments effectively while gaining a better understanding of financial planning. She’s truly dedicated to helping her clients succeed.
John Larson
Engineer
Contact
Do not hesistate to contact me at any time.