Tricia is a key member of Verger’s operations team overseeing the firm’s partners, outside advisors, and investment managers for operational matters, as well as managing internal and external accounting and performance reporting.
Prior to joining Verger, Tricia spent ten years in a similar capacity with the Cornell University Office of Investments.
Tricia earned her bachelor’s degree in accounting, and a Master of Business Administration from the State University of New York Empire State College. She also holds the CIPM designation from the CFA Institute and is a CAIA charterholder.
Tricia enjoys volunteering with local non-profit organizations and is a member of the Finance Committee of Forsyth Humane Society and serves on the Board of Directors of Disability Advocates of Northwest North Carolina. Outside of the office, she enjoys spending time with her family and her dogs.