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Tricio news (and in the news)

James Chu, our Head of Investment Solutions, was recently quoted in an article in Citywire. James also recently earned a Certificate in ESG investing from the CFA Institute which will lead to even more expert insights for our investment 'buddies'!


January has been busy for us already, as Gerry Celaya, our Chief Strategist, joined the board of the Society of Technical Analysts (again) as head of marketing in the executive committee.


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