Chun-Yu Tsai (Tracy)

Tracy (Chun-Yu) Tsai is a seasoned professional with extensive experience in corporate strategy, currently serving as Senior Principal of Strategy at TaxAct and Drake Software. Previous roles include Principal of Strategy at Avantax Wealth Management® and Business Consultant at Taiwan Nano Filter Tech. Tracy has a solid background with Thomson Reuters, where roles included Manager and Senior Analyst in Corporate Strategy. Early career experience includes an internship at J.P. Morgan Asset Management, where responsibilities encompassed managing the company’s Taiwan website and assisting with marketing strategies. Educational credentials include an MBA with High Distinction from the Stanford University Graduate School of Business, along with degrees in Economics from Carleton College and various esteemed institutions. Tracy's educational background is complemented by significant coursework in finance, marketing, and business strategy.