Operations and Compliance Manager
Ritchie manages day-to-day operations of Pacific Portfolio, including compliance, human resources, operations and administration. Her duties include formulating efficient policies and procedures, managing daily operations, and acting as the primary liaison with all vendors and custodians.
As a compliance officer, Ritchie is also responsible for administering the firm’s compliance program, establishing policies and procedures to prevent compliance violations, and ensuring firm staff remain informed of compliance matters.
Prior to her role as Operations Manager, Ritchie worked as a Portfolio Administrator for more than nine years, where she was responsible for client service, and trading and administrative functions for the firm’s high net worth clients. She worked closely with the Portfolio Managers and/or Advisors to implement changes to client portfolios.