Skip to Content


As a member of the Plante Moran Financial Advisors investment research team with a focus on investment strategy and portfolio construction, I collaborate with our Investment Committee and other members of our research team to develop, implement, and monitor our portfolio strategy. To do so effectively, I constantly analyze current economic, policy, and capital market conditions and trends to ensure that we’re balancing the risks and opportunities that exist in developing our strategies and consulting with clients.
View More of Tricia's Experience
Our favorite family vacation was in Mexico — full of beach volleyball, snorkeling, and some relaxation by the pool.

You might also like…

What's the risk of expiring unemployment benefits?
Jim Baird Wealth Management
Blog November 19, 2020 1 min read
Economic update: Insights from Chief Investment Officer Jim Baird
Jim Baird Wealth Management
Webinar November 17, 2020 60 min watch
Special market commentary | Election 2020: What we know
Jim Baird Wealth Management
Blog November 5, 2020 7 min read