Kimberly McCarthy Promoted to Senior Vice President, Chief Tax & Benefits Officer, Wealth Management Client Services at Washington Trust
March 04, 2020
Providence, RI – March 4, 2020 - Washington Trust is pleased to announce the promotion of Kimberly I McCarthy, Esq., to Senior Vice President, Chief Tax & Benefits Officer, Head of Client Services for Washington Trust Wealth Management. She has led the tax, ERISA, and employee benefit operations for the Wealth Management division since joining Washington Trust in July of 2018.
McCarthy has been instrumental in several division and bank-wide special projects. In her new role, Kim will also take on management of Wealth Management’s client-facing operations with the primary goal of providing exceptional client service that exceeds expectations. Her team includes the Chief Fiduciary Officer, Senior Portfolio Manager, and all portfolio managers, trust officers, estate administrators, and associates.
McCarthy has nearly 25 years of experience in employee benefits, tax, nonprofit, and regulatory compliance, most recently spending 20 years at Partridge Snow & Hahn, where she had been a partner at the firm since January 2000, and had created and led the firm’s ERISA, Employee Benefit, Nonprofit, and Tax practice groups. McCarthy was a member of the inaugural class of the Providence Business News 40 under 40, and was named Tax Attorney of the Year for 2018 by Best Lawyers.
She holds a bachelor’s degree from Brown University (magna cum laude), a J.D. from Boston College Law School (magna cum laude), and her L.L.M. in taxation from Boston University Law School. McCarthy is involved with many nonprofit and community organizations, including as a director and past Chairman of Children’s Friend & Service, a Trustee for the Cumberland Public Library, and Chairman of the Parish Council for St. John Vianney Parish. She works out of the Providence, RI office of Washington Trust Wealth Management, and lives in Cumberland, RI.
ABOUT WASHINGTON TRUST WEALTH MANAGEMENT
Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century. Washington Trust Wealth Management has more than $6.2 billion in assets under administration as of 01/31/20. It provides services through its offices in Rhode Island (Providence, Westerly, and Narragansett) and through its registered investment advisers, Weston Financial Group, Inc. in Wellesley. Washington Trust Wealth Management is a division of The Washington Trust Company, a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ OMX®: WASH). Additional information can be found at https://www.washtrustwealth.com/.