Skip to Content

Experience

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 does the recent increase in long-term yields tell us about the economic outlook?
Jim Baird Wealth Management
Blog April 7, 2021 1 min read
How can I position my fixed income portfolio to reduce interest rate risk?
Jim Baird Wealth Management
Blog April 7, 2021 1 min read
How does the collective spending of the federal government in the past year stack up?
Jim Baird Wealth Management
Blog March 18, 2021 1 min read