About
Tracey Saine is a Research Analyst at Willis Investment Counsel, based in Gainesville, GA, where she specializes in investment analysis and supports the firm's WIC Managed Volatility strategies. In her role, Saine is involved in portfolio research, data analysis, and the evaluation of investment opportunities, with a focus on portfolio risk management within equities and multi-asset strategies.
She joined Willis Investment Counsel in 2011, first as an intern and then as a Research Analyst from 2012 onward, contributing over a decade of experience in institutional asset management. Her professional background also includes financial operations as a Proof Operator at Regions Bank, providing her with a strong foundation in financial processes and controls.
Saine holds a Bachelor of Business Administration (B.B.A.) in Accounting and Finance from North Georgia College and State University. Her expertise encompasses equity research, investment analysis, and volatility management, supporting Willis Investment Counsel’s diverse client base, which includes corporations, endowments, trusts, and private clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Willis Investment Counsel | Research Analyst | Jun 2012 to Present | Ms. Saine is a research analyst at Willis Investment Counsel. Her primary responsibilities include supporting the WIC portfolio managers of the WIC Managed Volatility and Income Fund in portfolio moni... |
| Willis Investment Counsel | Intern | Jun 2011 to May 2012 | As an intern, I completed research projects for the firm. I also began to learn about the WIC Managed Volatility and Income Fund. |
| Regions Bank | Proof Operator | Apr 2008 to Apr 2010 | — |
| Chick-fil-A | Team Member | Jul 2007 to Mar 2010 | — |
Education
North Georgia College and State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
2009 — 2012
Skills & Expertise
Others at Willis Investment Counsel (4)
| Name | Role | Location |
|---|---|---|
 | Investment Research and Trading Associate | Atlanta, GA , United States |
 | Chief Investment Officer and Equites Portfolio Manager | Atlanta, GA , United States |
 | Research Analyst | Gainesville, GA , United States |
 | Portfolio Manager | Atlanta, GA , United States |