Patricia Lucas

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Patricia Lucas

Client Service Manager

Tricia joined Pallas Capital Advisors in 2021, after spending over a decade with Merrill Lynch in New Jersey and nearly three decades of client service experience in the wealth management industry. Upbeat and positive, Tricia’s goal is to consistently provide an exceptional client experience by utilizing her advanced industry knowledge and skillset. If she is not assisting a client directly, she is proactively providing ongoing operational support for the team’s clients.

Tricia lives in Northern New Jersey with her husband Bill and their two sons. Outside of the office, she enjoys spending time with family and friends.

Tricia is not registered with Triad Advisors, LLC.

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