Tricia Newcomb

Analyst-Equity chez Plante Moran Financial Advisors LLC

Profil

Ms. Tricia I.
Newcomb is a Principal at Plante Moran Financial Advisors LLC.
As a leader of the Plante Moran Financial Advisors investment research team with a focus on investment strategy and portfolio construction, she collaborates with the Investment Committee and other members of the research team to develop, implement, and monitor portfolio strategy.
To do so effectively, she constantly analyze current economic, policy, and capital market conditions and trends to ensure that the firm's balancing the risks and opportunities that exist in developing the strategies and consulting with clients.
Ms. Newcomb also apply that technical knowledge to collaborate directly with the advisors to evaluate specific portfolios through the lens of client-specific objectives, the current market environment, and portfolio strategy to create customized solutions for those clients.
She collaborates with advisors across the firm to serve as a technical resource to clients focused on their portfolios.
She received her B.B.A.
degree from Western Michigan University.

Postes actifs de Tricia Newcomb

Sociétés	Poste	Début
Plante Moran Financial Advisors LLC	Analyst-Equity	01/12/2004

Formation de Tricia Newcomb

Western Michigan University

Undergraduate Degree