Tricia Overdyke CTFA, TEP

Senior Managing Director & COO

As senior managing director and chief operating officer, Tricia leads the Client Services team and the firm’s internal operations. She serves on client investment committees and as manager/director of private family trust companies, leads key client relationships, and works with delegated and discretionary trustee engagements with responsibility for investment oversight and delegation. She is also a managing director at Crestbridge Fiduciary, a strategic venture between Willow Street and Crestbridge.

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 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 is a member of YPO and 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.