Experts
Tracy Wills-Zapata
Alternatives Sales, U.S. Global Wealth Management
Ms. Wills-Zapata is an executive vice president and divisional sales manager for the Mid-Atlantic region, based in Charlotte. She leads a team of account managers responsible for marketing mutual funds, managed accounts, ETFs, and alternative investment solutions to financial intermediaries, as well as serving as the senior sales lead for Wells Fargo. Prior to taking on this role in 2024, Ms. Wills-Zapata was the head of alternatives sales within PIMCO’s U.S. global wealth management business. Prior to joining PIMCO in 2021, she was a managing director at Wells Fargo, where she led a team of product specialists for all complex investment solutions, including private capital, hedge funds, and options overlay strategies. Previously, she was the managing director of business development for Campbell & Company, a managing director at both Deutsche Bank & DB Advisors LLC, and an executive vice president at Dominion Capital Management. She served on the board of directors of the Managed Funds Association from 2006–2010. She has 30 years of investment experience and studied fine arts at New York University’s Tisch School.