Tracey Pearson is a Senior Financial Advisor at RBC Wealth Management and founded Hyperion Wealth Group in 2019. She advises multi-generational families, business owners, and senior executives on complex financial decisions, investment management, and the implementation of advanced wealth and estate planning services.
She focues on advising on concentrated stock, private equity, and other illiquid assets, particularly during liquidity events and generational wealth transfer planning needs. Her expertise includes investment management, wealth planning, and structuring strategies for transferring assets in ways that preserve long-term value while managing risk. These strategies are integrated with a disciplined investment approach and asset allocation strategy, helps build a cohesive plan across both traditional and complex assets.
With over 25 years of industry experience, a decade of which were in private banking and family office environments, Tracey brings a full balance sheet perspective to Hyperion clients integrating investment strategies with lending, liquidity planning, and broader wealth structuring decisions. She serves on the Hyperion investment committee, alongside her partner Evan Malone, contributing to portfolio strategy and oversight.
She advises clients across North America with increasingly complex financial lives and believes the most significant wealth outcomes are driven by disciplined decision making and financial organization. She began her career at Merrill Lynch and has held senior roles at Wells Fargo, Fifth Third Private Bank, and SunTrust Private Wealth.
Tracey is a recipient of the RBC Global Citizen Award for her leadership as Board President of the Nashville Opera and remains actively involved in community and firm leadership initiatives.
