Tricia Jones

Tricia Jones

Registered Client Service Associate

Knowledgeable and responsive, Tricia helps us maintain the high level of service we provide to our clients. They can always count on her for timely, accurate and meaningful answers to their questions. In addition, she provides marketing and operational support for The Birch Lane Group.

Tricia joined our team in 2022. She brings a wealth of experience, having served for 19 years as a marketing manager, office manager and assistant trader at investment firm DGHM & Co, LLC. Earlier in her career, Tricia was an equity research assistant at ABN AMRO Bank N.V., and she began her career at Credit Suisse in 1998 as an administrative assistant on the equity research chemicals team. She graduated from Rutgers Business School with a Bachelor of Science degree in marketing.