Trisha Fountain

Client Operations, Vice President

Trish joined Rockefeller in 2021. Trish began her career at UBS in 2014, and joined the Unger Wealth Management Group in 2016.  In her current role as Client Operations, Vice President, her primary focus is serving clients’ administrative needs. Before UBS, Trish worked at Capital Analyst Inc. She has worked in the financial services industry since 2005 with a primary focus on helping people through transitional periods in their life. Trish received her undergraduate degree in Business Administration and her MBA from Thomas More College. She has also earned her Series 7, Series 66, Series 9/10, and Series 24 licenses. Her hobbies include adopting dogs with special needs and spending time at her lake house in Tennessee.