Meet Portfolio Management
A Team Approach
Decisions regarding your investments are too important to rest on the shoulders of one individual, no matter how exceptional that person may be. Rather than rely on the outlook and experience of a singular opinion, Washington Trust Bank utilizes our Portfolio Management Group and a consensus-based, team approach to expert investment strategy and decision making.
- 717 West Sprague Avenue
Spokane, WA 99201
Brian is a Vice President and Senior Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.
Brian is the bank’s primary fixed-income …
- 717 West Sprague Avenue
Spokane, WA 99201
Matthew is a Vice President and Senior Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. Within the Portfolio Management Group, he works with a team of portfolio experts who analyze and coordinate strategies on behalf of our clients who require …
- 717 West Sprague Avenue
Spokane, WA 99201
Rick is a Vice President and Chief Investment Strategist for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for directing the portfolio management, research, and trading activities for the bank's multi-asset class strategies. Rick is also …
- 717 West Sprague Avenue
Spokane, WA 99201
Nick is an Assistant Vice President and Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. He offers our clients the expertise to analyze portfolios and unique assets to ensure that they are suitable for meeting our clients’ goals and needs.
Nick …
- 717 West Sprague Avenue
Spokane, WA 99201
Steve is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst® designation with over 35 years of investment experience. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio …
- 717 West Sprague Avenue
Spokane, WA 99201
Gayle is a Vice President and Senior Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services Portfolio Management Group. She is responsible for providing custom investment and risk management strategies and solutions for clients with complex financial …
- 10500 NE 8th St, Ste 1100
Bellevue, WA 98004
Susie is Vice President and Senior Portfolio Manager for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington and Oregon. She is responsible for designing and implementing goals-based strategies for high-net-worth individuals, …
- 717 West Sprague Avenue
Spokane, WA 99201
Derrick is a Portfolio Manager of Manager Selection and Due Diligence for Washington Trust Bank’s Wealth Management & Advisory Services and a Certified Investment Management Analyst® professional. He is responsible for all external investment manager analysis, selection, …
