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Peter R. Phillips, CFA, CAIA
Director of Research

Phillips

Peter joined Washington Trust Investors in 2007 bringing with him over 17 years of equity research and portfolio management experience. He previously served as an investment officer at Amica Mutual Insurance Company for over 10 years. His responsibilities include improving the effectiveness of the investment decision making process, developing investment themese and identifying sectors and stocks to invest in, and researching and analyzing investment securities.

Peter holds a degree in finance and communications from Syracuse University and earned a M.S. in finance with high distinction from Bentley College. He is both a Chartered Financial Analyst and Chartered Alternative Investment Analyst charter holder. Peter serves as chairman of the Textron/Chamber of Commerce Academy charter school and serves on the boards of the 100 Club of Rhode Island, the Bryant University Archway Fund and the Providence Society of Financial Analysts, of which he is also a past president. He also serves as chairman of the Rhode Island Historical Society's Investment Committee.

 

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