Modern Office Building

A trusted source connecting you to all things related to multiemployer benefit funds.

"My father was president of the UFCW International and he always taught me to never forget who I work for, so I created this podcast as a way to give back to my second family, the labor movement.”

— Traci Dority-Shanklin

As a multiemployer funds strategist, Traci Dority-Shanklin helps guide investment management firms pursuing client development with multiemployer pension funds. She is the creator of The Multiemployer Strategy Blueprint, which advises investment firms on how to assess, launch, and grow their assets under management through expansion into the multiemployer pension fund business segment. Traci has over two decades of experience in the investment business. She was a pivotal contributor to assets under management (AUM) growth from $800 million to $3.5 billion at a previous firm, where Traci’s clients represented $2.5 billion in AUM. She received several sales awards for achieving $250M+ yearly in new AUM at the firm where she began her investment career. 

 

As the host of The World of Multiemployer Benefit Funds podcast, Traci has had countless insightful conversations with investment consultants, union leaders, pension fund trustees, administrators, and leading pension fund advocates. Traci also writes a blog dedicated to the defined benefit and contribution landscape.

 

Traci lives in Dallas, Texas, with her husband, two daughters, three dogs, and the cutest cat ever.

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