Principal, Portfolio Manager - Private Clients & Foundations
Tricia joined Leith Wheeler in 2016 and manages investment portfolios for Private Clients. Prior to joining Leith Wheeler, Tricia spent eight years working in treasury, pensions, corporate finance, and risk management. She served as a Director of the CFA Society Vancouver and sat on the Canadian Cancer Society’s Organizing Committee for the Daffodil Ball. Tricia is passionate about supporting the next generation of leaders. She was a Menor in Business with SFU Beedie School of Business and currently a Mentor with UBC Young Women in Business’s Blossom Mentorship.
Tricia holds a Master of Business Administration degree 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 is fluent in English, Mandarin, and Shanghainese.