Traci O'Hagan

Traci O'Hagan is a Senior Associate at Jordan Park Group in San Francisco, CA, where she works with high-net-worth individuals and families to provide tailored investment solutions and client service support. Her role involves coordinating portfolio management activities, facilitating communication between clients and investment advisors, and overseeing client relationship operations. As a senior team member, she supports the delivery of bespoke wealth management strategies within the multi-family office space.

Traci focuses on private wealth client servicing and investment management, specifically within multi-asset portfolios for ultra-high-net-worth clients. Her expertise includes supporting allocations across various asset classes such as equities, fixed income, alternatives, and private investments, although her core responsibilities center on client reporting and administrative functions rather than direct investment selection. She collaborates closely with investment managers and partners to ensure portfolios are optimally aligned with clients' goals and risk profiles.

Prior to joining Jordan Park Group in 2020, Traci served as Executive Administrator and Board Liaison at SFJAZZ, where she managed executive operations and board communications. She holds a degree in Journalism from San Francisco State University, bringing strong communication and organizational skills to her financial services career. Her contributions in professional administration and investment support have made her a valued resource for private clients seeking sophisticated, integrated wealth management.