Tom designs integrated asset allocation solutions for Wealth Management & Advisory services clients by developing custom investment solutions to meet client risk/reward goals.

A Chartered Financial Analyst™, Tom has over two decades of investment experience that includes positions with two world-leading consulting firms. He has extensive experience in asset class analysis, portfolio management, manager selection, and investment policy construction and implementation.

Tom is responsible for all external investment manager analysis, selection, monitoring and retention.

Tom began his career in 1983 as an equity analyst with Wilshire Associates Investment Consultants. His main focus was to assist investment managers in their security selection process. He then joined the investment group at the Frank Russell Trust and Frank Russell Investment Management Companies.

During his tenure with Russell, Tom was responsible for investment fund structure, investment manager selection, monitoring and retention, product development and client asset allocation. Tom left Russell in 1990 to join First Interstate Bank of Washington as a Portfolio Manager for high-net-worth individuals.

Tom joined Washington Trust Bank in 1993 as Vice President and Senior Investment Officer of the Trust Department.