Tricia Lucey, 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.

She takes over from Rebecca Jones of BNY Mellon.

Ms Lucey has worked in financial services since 2006 and joined Luna Investment Management in 2020. 

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.

Ms Lucey said: “I would like to thank the outgoing President, Rebecca, for her fantastic efforts over the previous three 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 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. 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.”

She also thanked Rebecca for her “inspirational leadership” of the branch and committee over the last three years.

Based in the City of London, with origins in the London Stock Exchange, the CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Glasgow, London, Manila, Mumbai, Nairobi and Qingdao.