Our Team

Tracy Moskowitz

Financial Controller, Philadelphia Office

Tracy works closely with the CFO and Managing Directors on accounting, bookkeeping, budgeting, collections and human resources for the Philadelphia, New York and Boston offices.

In addition to the day to day operations, Tracy works with leaders at U3 Advisors on several ongoing projects. She is part of the Terrapin Development Company team at the University of Maryland, maintaining the financials while ensuring a steady cash flow. She also manages the books for Reimagining the Civic Commons and U3 Ventures, a real estate development company in Philadelphia that has several active development projects.

Before joining U3 Advisors full time in 2015, Tracy worked in a tax office as an accountant specializing in personal tax returns and bookkeeping. She started working one day a week for U3 back in 2007, and—as the company grew—she knew she wanted to take on a bigger role. She enjoys every day at U3 Advisors as it presents new challenges and experiences. She has the utmost respect for her colleagues and enjoys learning with them.

When not working, Tracy spends time with her family and helps her husband with his restaurant in their hometown.


All Staff
CEO & Co-Founder
Omar Blaik
Omar Blaik
Managing Director
Alex Feldman
Alex Feldman
Managing Director & CFO
Jaime Flaherty
Jaime Flaherty
Managing Director
George Smith
George Smith
Managing Director
Todd Stern
Todd Stern
Principal & Co-Founder
Karen Backus
Karen Backus
Senior Advisor
Tom Lussenhop
Tom Lussenhop
Senior Advisor
Janne Corneil
Janne Corneil
Vice President
Shea O’Neill
Shea O’Neill
Vice President
Danielle Robins
Danielle Robins
Vice President
Maurie Smith
Maurie Smith
Senior Associate
Eric Anderson
Eric Anderson
Senior Associate
Nicole Buchholz
Nicole Buchholz
Senior Associate
Stephany Lin
Stephany Lin
Senior Associate
Tatianna Swenda
Tatianna Swenda
Associate
Kelsey Padgham
Kelsey Padgham
Associate
Natalie Sutherland
Natalie Sutherland
Associate
Donald Taylor-Patterson
Donald Taylor-Patterson
Analyst
Shannon Griffin
Shannon Griffin
Operations Manager
Nicholas Jerez
Nicholas Jerez
Executive Assistant
Denise Sharper
Denise Sharper
Director, Civic Commons
Bridget Marquis
Bridget Marquis
Program Director, BPI
Antonina Simeti
Antonina Simeti