Tracie McMillion

Head of Global Asset Allocation Strategy

Wachovia Securities


  Pro - Try 1 Week Free
 

    and access,

  •     81K PE/M&A Contacts
  •     +
  •     4.6K PE Firms
  •     3.6K M&A Advisors
  •     201K Transactions
  •     203K Companies

  •     Market Services
  •     Build Lists
  •     Research Sectors
  •     Uncover Opportunities

Bio

Tracie McMillion is the Head of Global Asset Allocation Strategy for Wells Fargo Investment Institute, (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wealth & Investment Management (WIM). WIM is a division within Wells Fargo & Company. In her current role, Tracie leads a team that develops capital market assumptions and asset allocation recommendations. She also develops and communicates market strategy. She is frequently quoted in the national media, including The Wall Street Journal, Reuters, Bloomberg Television, and CNBC. Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms. Earlier in her career, she managed assets for high-net-worth clients and philanthropic organizations. Tracie earned a B.A. in economics and an M.B.A. from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA North Carolina Society. Tracie is located in Winston-Salem, North Carolina.

Education