Tricia Horvath is an Associate Vice President of Investor Services at LaSalle. With her primary focus being investor onboarding and establishing a client’s online portal, Tricia also works globally as a liaison between the legal, compliance, and tax departments to ensure all regulatory requirements are met. With an acute attention to detail and accurate record-keeping, she also plays a vital role in maintaining LaSalle’s legal book of record and document repository.
Joining LaSalle in 2006 as a member of Cash Management, Tricia performed international wire transfers and developed an audit process for managing online banking access. In 2017, she transitioned to a newly created position with Investor Services. Since then, Tricia has expanded her knowledge of regulatory requirements and has facilitated the expansion of an electronic onboarding system, revolutionizing the investor onboarding process for LaSalle.
Tricia’s passion for compliance and rigid processes began during her time at Marsh McLennan as Executive Assistant to the Chief Compliance Officer where she gained a diverse background in regulatory requirements and customized client support.