Jeff joined Washington Trust’s Wealth Management division as vice president & investment officer in 2009. He is responsible for managing client investment portfolios.
Jeff has more than 14 years of portfolio management, research and trading experience. He was a portfolio manager & equity analyst for a $1 billion family foundation in La Jolla, CA prior to joining Washington Trust. Previously, he was a senior institutional trader and director of institutional sales & trading for two Boston-based investment boutiques. He has a bachelor’s degree in finance from Boston College and is presently completing his M.B.A. from Babson College, and is a Chartered Market Technician and a member of the Market Technicians Association. Jeff is a member of the board for the Westerly Economic Development Commission, the Westerly-Pawcatuck YMCA, and is an incorporator of the Westerly Public Library.