Tricia YuTricia YuClient Associate
About Tricia
Tricia Yu is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Berry Ospina Team, Tricia provides detailed administrative support and operational assistance to the team's high-net-worth clients, allowing them to gain greater ease in the management of their financial affairs. Active in wealth management since 2018, she offers extensive knowledge of operational processes and systems, applying her experience to help make clients' financial lives simpler and easier.
Within the team, Tricia holds a number of responsibilities, including new account onboarding, money movement, account maintenance and team operations. Clients look to Tricia for her speed and reliability in resolving their inquiries. She is gratified to help clients gain time in their lives for their personal and professional priorities, integrating her analytical and operational experience to uncover an efficient path to their objectives.
Tricia joined J.P. Morgan Wealth Management in 2023. Earlier, she spent four years with First Republic Private Wealth Management, where she was a Senior Associate and Team Lead in Operations. In this capacity, Tricia supported wealth management teams throughout the United States, resolving their operational inquiries and connecting Advisors to best practices. She earned her B.A. in Economics with an emphasis in Data Analytics from the University of California, Davis. Tricia holds the FINRA Series 7 securities license and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Tricia lives in San Francisco and enjoys playing and following golf.
Insights
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