SPECIALISTS

Tracey B. Early

Office Managing Partner, Citrin Cooperman Advisors LLC

Experience

Tracey B. Early serves as the managing partner for the firm’s Florham Park, NJ office. She is the co-founder of Untracht Early, which joined Citrin Cooperman in 2022. In addition to her role as office managing partner, Tracey has built a significant practice over the past 30 years focused on servicing a broad array of family office clients.

As a member of the firm’s Business Management and Family Office (BMFO) Practice, Tracey provides high-touch, concierge-styled consulting services to high-net-worth individuals, their families, and their closely held businesses. Her expertise includes assisting clients with financial planning, succession planning, money management, investment portfolio tracking, tax compliance, and outsourced accounting and CFO services. Additionally, she has extensive experience serving clients in the financial services industry. Tracey also has strong roots in auditing, having built out and lead her prior firm’s audit practice with a specialty focus on servicing those in the alternative investment space by providing traditional audit services as well as employee benefit plan assistance.

CREDENTIALS

Education

Bachelor of Accountancy, George Washington University

Licenses

Certified Public Accountant in the States of New Jersey and Virginia

Affiliations

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society of Certified Public Accountants
  • Member, Virginia State Society of Certified Public Accountants
  • Member, University of Miami's Department of Accounting Advisory Council

Honors & Awards

Honoree, Executive Women in New Jersey, 2012

Top 25 List of New Jersey Leading Women Entrepreneurs, Leading Women of New Jersey, 2012

Hands-on Pioneer Award, Accounting Today, 2013

Managing Partner Elite List, Accounting Today, 2013

Best 50 Women in Business, NJBIZ, 2017

Selected as the Female Entrepreneur Lecturer, Fairleigh Dickinson University's Rothman Institute of Innovation and Entrepreneurship, 2017

Top Women In Business, ROI-NJ, 2022

WORK-LIFE BALANCE

Community Involvement

Tracey is a passionate advocate for pancreatic cancer research and treatment and is an avid supporter of the national organization, PanCAN. Through her mobilizing involvement in the annual PurpleStride New Jersey fundraising drive and event, she has remained the top fundraiser in the state and one of the top three fundraisers in the nation.

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Get in touch with Tracey B. Early today.

Fill out the form below to get in direct contact with Tracey B. Early and start your personalized consultation journey.

Home Office
icon NEW JERSEY Florham Park: T: (973)408-6700