Tricia joined Clearstead as a Senior Client Service Associate in 2023.  In this role, she supports advisors in the Private Client Group and her responsibilities include onboarding new client accounts, account maintenance, reconciling accounts, preparing meeting materials and other client correspondence as needed.

Prior to joining Clearstead, Tricia worked as a Senior Client Service Associate for Fairport Wealth where she worked with Private clients in a similar role.  She also worked for Gates Group Capital Partners assisting the firm’s partners as office manager, bookkeeper, executive assistant and investor relations.  Tricia has 30 years of client service and administrative experience.