Tricia Lucas

Tricia 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.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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