Fort Washington Names Stofa Managing Director and Head of its Private Client Group

Western & Southern Financial Group •
Image of Tracey Stofa
Fort Washington Investment Advisors, Inc. (Fort Washington) has named Tracey M. Stofa managing director and head of its Private Client Group. 

In her position, Stofa will be responsible for directing strategy and management oversight for the firm’s Private Client Group.

“We’re excited to have Tracey join our team,” said Maribeth Rahe, president and chief executive officer of Fort Washington. “Her background and industry tenure will complement and expand our already strong wealth planning capabilities and provide outstanding service to our high-net-worth clients.

Stofa earned a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio, and holds FINRA series 7, 9, 10 and 66 registrations.

Prior to joining Fort Washington, Stofa worked at Morgan Stanley as a senior vice president and sub-complex branch manager where she oversaw offices in Downtown Cincinnati and Centerville, Ohio. She joined Morgan Stanley as a financial advisor and was promoted to positions with progressive responsibilities, including branch manager for their Rookwood office and then to her most recent position. Previously, Stofa held positions in sales and management with Clear Channel Radio, Henkel-Emery Oleochemicals and PNC Bank.

Stofa serves on several regional boards, including Bethesda Foundation, which serves the Bethesda hospitals; Hospice of Cincinnati; and Fernside Grieving Center. She will chair the 2023 Alzheimer’s Association Spring Gala for the second consecutive year and is a board member of the Greater Cincinnati Alzheimer’s Association.

She resides in Montgomery with her son and daughter.