As Chief Operating Officer at Principle Wealth Partners, Tricia is responsible for the day-to-day practice management and business growth of the firm. Tricia’s passion for leading a team to achieve the highest possible purpose is rooted in her extensive business, financial, and operations experience and her steadfast focus on relationships and collaboration.
Prior to joining Principle Wealth Partners, Tricia spent over 28 years building a career devoted to leadership, operations management, and service excellence. Most recently, she served as SVP, Relationship Management with Dynasty Financial Partners providing guidance and support to several mid-sized RIAs transitioning from advisor to CEO. Before that, she was COO for Beirne Wealth Consulting; VP Relationship Management for Ascensus College Savings; and Director of Operations at Barnum Financial Group/MetLife.
Tricia is very involved with the National Charity League, Inc. (a Mother/Daughter Philanthropic Organization) both locally and nationally. She enjoys supporting the community, cheering on her children at sporting events, and spending time with her family and friends. She resides in Fairfield, Connecticut with her husband James and their four children.
Education & Certifications
Manhattanville College, BA
Fordham University, MBA
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