Trish is a Managing Director of Private Wealth Client Service at Cresset. In this role, she manages the client service team in Menlo Park and oversees the day-to-day client experience. She integrates customized solutions to address clients’ complex requests and needs.
Prior to joining Cresset, she served as a Business Practice Manager and Vice President at First Republic Investment Management. Before that, she was the Operations Manager for Constellation Wealth Advisors. Prior to Constellation, she was the Group Administrator for The Peninsula Group at Citi Family Office, a division of Citigroup formed to serve the wealthiest and most sophisticated client families. She has more than 30 years of experience in the wealth management industry.
Trish and her husband live in Los Gatos with their Havanese, Louie. They are foodies and enjoy trying all types of cuisines. They are also Iowa Hawkeyes and New York Giants fans and can be found every weekend during football season in front of the TV cheering their teams on.