About
Chris is an Assistant Vice President and Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services with more than 20 years of experience working with institutional and private investors.
As a fiduciary advisor, Chris appreciates the freedom to develop a portfolio that is most in line with a client’s particular goals — whether planning for the transition or sale of a business, or structuring financial independence for a client’s retirement.
Chris leverages his training and experience to provide well-coordinated financial planning and wealth management. A Certified Financial Planner™ professional, he strongly believes that each client engagement with Washington Trust Bank should start with solid financial analysis in order for clients to meet their goals, considering all critical issues.
As part of our wealth management team, Chris places high value on collaborating to ensure the best wealth planning strategies are implemented for our clients’ unique circumstances and that desired goals and most advantageous outcomes are delivered.
Advisory Expertise
- Relationship Management
- Financial Planning
Professional Affiliations
Credentials
- Certified Financial Planner™
- Chartered Market Technician®
- Certified Exit Planner®
Education
- BA, San Francisco State University