Tricia, a partner with The Hollander Group at Baird, has been counseling high net worth individual, family, not-for-profit, and corporate clients since 1992. Tricia’s primary responsibility is to provide comprehensive advice to clients. She helps clients identify and achieve their most meaningful financial goals.
Tricia completed the Securities Industry Institute® course of study at the Wharton School at the University of Pennsylvania in 2003. She is a Registered Investment Advisor Representative. She has earned Certified Investment Management Analyst (CIMA®), Certified Financial Planner professional (CFP®) and Certified Private Wealth Advisor (CPWA®) designations. Tricia received her Bachelor of Science Degree from Indiana University, Bloomington. She joined Baird following a four year career in Regional Sales with a Fortune 500 company.