Tricia Wu, MBA, CFA, FRM

Bio

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