Executive Vice President, Wealth Management Client Services, Trust & Estate Services
Kathi joined Washington Trust in 2015 and oversees Washington Trust Wealth Management’s Trust & Estate Services group, providing expertise and guidance on fiduciary services, including wealth transfer planning and related tax issues, charitable giving, and business succession planning.
Kathi extensive experience as a strategic and focused trusts and estates attorney, advising clients on advanced estate tax planning, wealth preservation and transfer, business succession and charitable giving. Prior to Washington Trust, she was a partner at the law firm of Partridge Snow & Hahn where she served as chair for the firm’s Trusts & Estates practice for over ten years. In that role she was responsible for advising clients on wealth preservation, asset transfer, charitable giving and estate and gift tax planning issues.
Kathi is a graduate of Suffolk University Law School (J.D., cum laude) and Providence College (B.A., cum laude).
Kathi is an active member of the Estate Planning Council of Rhode Island and the Rhode Island, Massachusetts and Florida Bar Associations. She is a frequent speaker and published source on matters of trust and estate and other relevant issues. She is an active member on a number of boards, including the Providence College President’s Council and the South County Hospital Professional Advisory, and is a former board member of the Women’s Leadership Council of the United Way.