Tom is a Vice President and Senior Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for designing integrated asset allocation strategies for clients by developing custom investment solutions to meet client risk/reward goals.

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

Tom has gained great experience throughout his 30-year career. This experience has provided a strong background in investment fund structure, investment manager selection, monitoring and retention, product development and client asset allocation.

ADVISORY EXPERTISE

  • Portfolio Management Group

CREDENTIALS

  • Chartered Financial Analyst®

PROFESSIONAL AFFILIATIONS

  • CFA Institute
  • Spokane Financial Analysts Chapter

EDUCATION

  • BS, Finance, University of Idaho