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…

Has the economy entered recovery territory?
Jim Baird Wealth Management
Blog June 17, 2020 1 min read
Will recent fiscal and monetary stimulus measures create near-term inflation risk?
Jim Baird Wealth Management
Blog June 3, 2020 1 min read