
Tricia Wu, MBA, CFA, FRM
Principal, Associate Portfolio Manager - Private Clients & Foundations
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Tricia joined Leith Wheeler in October 2016 with over six years of experience in treasury, pensions, corporate finance, and risk management. After spending three years with the Pensions & Institutions team, she began working with Private Clients and Foundations where she is responsible for managing discretionary investment portfolios.
Tricia is fluent in Mandarin. She earned a Master of Business Administration from the University of British Columbia and a Bachelor of Business Administration from Simon Fraser University. Tricia is a Chartered Financial Analyst (CFA®) charterholder and holds the Financial Risk Manager (FRM) designation. She served as a Director on the CFA Society Vancouver Board and sits on the Canadian Cancer Society’s Organizing Committee for the Daffodil Ball.
Languages Spoken: English, Mandarin