Trish manages portfolios for private wealth and institutional clients. She is also a leading contributor to the firm’s client account management practices and trust operations, ensuring timely and responsive administrative support for a broad range of clients. She is a member of the Investment and ESG Research & Engagement Committees. Previously, Trish was responsible for institutional consultant relationship management and business development.
Trish began her career in 1985 and joined the firm in 1998. Previously, she worked at U.S. Trust Bank and Citizens Financial Group. She earned a BA from the University of Vermont and an MBA from Boston College. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She also holds the Certified Trust and Financial Adviser designation.