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. Jeff has a master's degree in business administration from Babson College, a bachelor's degree in finance from Boston College, and is a Chartered Market Technician. He serves on the board of the Westerly Economic Development Commission, the Westerly-Pawcatuck YMCA and is Treasurer of the Westerly Education Endowment Fund and its Grant Committee Co-Chair.