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Tracey Wahlberg

Partner and Director, Investment Management

Tracey Wahlberg is a senior member of the investment team at arcpoint OCIO. She supports the firm’s equities and multi-asset research capability and works alongside the investment team to apply AI and data-driven tools across research, portfolio construction and investment workflows.


Tracey is an experienced equities investor with a background spanning Australian and Asian markets. Most recently, she was an Investment Analyst at Magellan Financial Group within the Franchises team, where she covered global consumer and franchise businesses. Prior to Magellan, Tracey was an investment analyst for Royal Bank of Canada’s Asian Equity Fund in Hong Kong, and earlier held analyst roles with asset managers in Melbourne and Beijing.


Tracey brings substantial AI and data science capability developed through sustained, hands-on study, and applies these tools across arcpoint's investment research, portfolio construction and monitoring workflows. She is a key member of the team building arcpoint's proprietary analytical and reporting infrastructure.


Tracey holds a Bachelor of Science in Business Administration from the University of Arizona, with a dual major in Finance and Business Economics.

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