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Tracie McMillion headshot

Tracie McMillion, CFA

Head of Global Asset Allocation Strategy

Wells Fargo Investment Institute

Wells Fargo & Company

Tracie 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 high quality investment expertise and advice to help investors manage risk and support long-term investment outcomes. WFII serves investment professionals and clients for Wealth & Investment Management (WIM), a division of Wells Fargo & Company.

In her current role, Tracie leads a team that creates capital market assumptions and strategic asset allocation guidance. 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.

Global Asset Allocation is a unit within Global Investment Strategy (GIS). GIS is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company, including bank products and services through Wells Fargo Bank, N.A., and investment products and services through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.