Tricia enjoys working closely with individuals and families. She uses her expertise in wealth transfer tax and income tax matters to help clients meet their current and intergenerational financial goals. In addition, Tricia coordinates with clients and their counsel in formulating estate plans, and also plays a key role managing trusts and settling estates.
Prior to joining Fiduciary Trust, Tricia was an Investment Director at Cambridge Associates in Boston, where she focused on tax strategy issues for both family and nonprofit clients. In addition, Tricia owned and operated her own law practice on the south shore of Boston, providing estate planning advice. She began her career at Ropes & Gray in Boston, where she was an associate in the Private Client Group for nine years.
Tricia lives in Hingham with her husband, her three children, and their assorted pets. She enjoys reading, running, and skiing. She loves playing the piano, and she is learning to play the drums.