Tricia Overdyke

Executive Managing Director & COO

Board Member
Executive Management

Biography

Tricia is a member of the executive management team, serves on the Board of Managers, and leads the firm’s internal operations. She is a member of the Investment Committee of Willow Street Trust Company of Wyoming, LLC. Tricia leads key client relationships, serves on client investment committees and as a manager of private family trust companies (PTCs), and works with delegated and discretionary trustee engagements. Based in Colorado, Tricia is involved with several regional trust and estate organizations.

Prior to joining Willow Street in 2012, Tricia was Senior Manager of Mergers & Acquisitions and Strategy for the energy and HSE divisions at IHS, a global information company headquartered in Denver, Colorado. Tricia also spent six years in New York City as an Investment Analyst for a global special situations hedge fund and, before that, as a Special Projects Assistant for the Chairman of Bloomberg, LP.

Tricia holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the American Bankers Association as well as the Trust & Estates Practitioner (TEP) designation from the Society of Trust & Estate Practitioners. She earned a BA in Public Policy Studies from Vanderbilt University and a Master of International Affairs from Columbia University.

Tricia has traveled extensively throughout the world for both work and pleasure and speaks Spanish. She serves on the Endowment Committee of St. John’s Episcopal Church. Tricia enjoys backcountry skiing, biking, running, and paddle boarding with her husband and two daughters.

Contact Information

Education

BA, Vanderbilt University
MIA, Columbia University

Designations

CTFA, TEP

Professional Associations

STEP Wyoming (Member)
Rocky Mountain Estate Planning Council (Member)

Our People

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Betty Andrikopoulos

Executive Managing Director

Matt Bahr

Director, Client Services
Willy Bemiss

Willy Bemiss

Relationship Manager

Alex Burtnett

Manager, Client Integration & Operations

Nate Bybee

Managing Director, Financial & Internal Control

Betsy Cabradilla

Managing Director, Client Integration & Operations

Christine Cameron

Relationship Manager
Tyler Case

Tyler Case

Relationship Manager

Maggie Davis

Manager, Client Integration & Operations

Rob Fiamengo

Relationship Manager

Caedran Flynn

Associate Director, Client Strategy

John Morgan Gates

Manager, Accounting

Anthony Gulla

Manager, Accounting

Melanie Hall

Relationship Manager

Phillip Harrington, Jr.

Chairman & CEO

George Hein

Associate Director, Client Services

Gracie Helms

Relationship Manager

Morgan Hill

Associate Director, Client Services

Michael Hodges

Director, Client Services

Barbara Hoeft

Independent Director

Payson Houfek

Director, Client Services

Layne Hutcheson

Associate Director, Client Services

Lisa Jennings

Office Manager

Luette Keegan

Vice President, Operations

Gina Kyle

Associate Director, Client Services

Stewart McIver

Managing Director, Finance & Operations

Amanda Mohnk

Managing Director, Client Services

Kea Molnar

Managing Director, Client Strategy

Claire O'Connell

Associate Director, Client Strategy

Tricia Overdyke

Executive Managing Director & COO

Janet Palermo

Manager, Accounting

Zach Pearson

Relationship Manager

Erin Rosenberg

Relationship Manager

Laurent Roux

Independent Director

Audra Schultheis

Manager, Client Integration & Operations
Megan Smith

Megan Smith

Relationship Manager

Shannon Stec

Relationship Manager

Abby Steinmann

Relationship Manager

Kelsey Tobin

Associate, Client Integration & Operations

Becky VanDuyne

Manager, Accounting

Rachel VanDuyne

Business Intelligence Analyst
Abegail Vetter

Abegail Vetter

Associate, Client Integration & Operations

Katie Warren

Associate Director, Accounting

Emmy Watsabaugh

Associate, Client Strategy

Scott Weaver

General Counsel & Chief Fiduciary Officer