Tricia Lucey ACSI, Business and Compliance Manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West District Branch Committee. Tricia takes over from Rebecca Jones MCSI of BNY Mellon.
Tricia (left) has worked in financial services since 2006 and joined Luna Investment Management in 2020 as Business and Compliance Manager where her responsibilities included liaising with Luna’s regulatory host to ensure all business, compliance and risk management processes are delivered efficiently and in the best interests of Luna clients as well as providing key support to senior management.
She has recently completed a Master’s Degree in Management and Leadership and holds the CISI Level 3 Extended Certificate in Investment Operations. Tricia is currently studying for the CISI Investment Advice Diploma.
Commenting on her appointment, Tricia said: “I am delighted to be taking on the role as President of the Manchester and North West District Branch and I would like to thank the outgoing President, Rebecca, for her fantastic efforts over the previous years and she has given me excellent foundations to build upon. I am extremely excited to drive forward the valuable work our committee does and I look forward to the various CPD, social, and Young Professional Network (YPN) events ahead, as well as hopefully expanding our educational programme to the benefit of a diverse range of students.”
Tracy Vegro, CISI Chief Executive said: “It’s a great pleasure to welcome Tricia to this important role. I also want to thank Rebecca for her inspirational leadership of the Branch and Committee over the last three years We all look forward to supporting Tricia in shaping her programme and achieving her goals for the District and to helping her and the Committee expand and diversify its membership network.”
Forthcoming events for the Manchester Branch include: