Trish manages portfolios for individual and institutional clients. She is also a leading contributor to the firm’s client account management practices, ensuring timely and responsive administrative support for a broad range of clients. She is a member of the Investment, Trust & Investment Review, and ESG Research & Engagement Committees. Previously, Trish was responsible for portfolio administration and trust operations, as well as institutional consultant relationship management and business development.
Prior to joining the firm in 1998, Trish worked at U.S. Trust Bank and Citizens Financial Group. She holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society and the CFA Institute. She also holds the Certified Trust and Financial Adviser designation. She earned a BA from the University of Vermont and an MBA from Boston College.