Events Calendar

Export Event

Title

Asset Allocation Strategies in a Global Environment

Event Description

We will kick the lunch program off at 11:45am with a BRIEF 5 to 10 minute discussion for members to review the year and announce our board slate for 2015-2016

About Tracie McMillion, CFA, Wells Fargo Investment Institute, CFA,

Tracie McMillion is the head of global asset allocation strategy for Wells Fargo Investment Institute (WFII), an organization that provides global manager research and investment strategy advice to Wells Fargo’s Wealth, Brokerage, and Retirement (WBR) division. WBR is comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $1.6 trillion* in assets under administration.

In her current role, Ms. McMillion leads the development of global investment strategy. She oversees the creation of asset allocation recommendations and writes economic and market commentary and analysis. Ms. McMillion has been quoted in The Wall Street Journal and Barrons, on CNBC, and in other financial media outlets.

Ms. McMillion has more than 18 years of experience in financial services. 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 served as lead portfolio manager for Evergreen Private Asset Management where she managed assets for high-net-worth clients and philanthropic organizations.

Tracie earned a Bachelor of Arts in Economics and a Master of Business Administration from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA North Carolina Society. Ms. McMillion is located in Winston-Salem, North Carolina.

Register Now!

Parking: Parking is available in the Parking Garage across the street and will be paid by CFA Society of Austin.

Event Type

Society

Education Topic

 

Start Time

6/4/2015 11:45 AM

End Time

6/4/2015 1:00 PM

City

Austin

State/Province

Texas

Event Country

 

Event Region

Americas

Venue

UT Club
2108 Robert Dedman Drive
Austin, TX 78712
 

Speaker

Tracie McMillion, CFA

CE Credits

1

SER Credit

0

Currency

USD

Member Price

0.00

Non-Member Price

40.00

Candidate Price

40.00

Registration

All Day Event

 

Recurrence

 

Society

Austin

Attachments

Content Type: MyCFA Custom Calendar
Created at 5/29/2015 10:34 AM by kelly@amchouston.com
Last modified at 5/29/2015 10:34 AM by kelly@amchouston.com