Halsey Associates

Smart Advice Client Focus®

Meet Our Team

At Halsey Associates, our experienced advisors specialize in providing comprehensive, goals-based wealth and life management services.

Halsey Associates

James S. Zoldy, Jr., CFA®
President, Halsey Associates, Inc.
Kenneth J. Julian
Executive Vice President
Thomas N. Ellis, Jr.
Vice President
Thomas Beirne III, CFP®
Vice President, Halsey Associates
Peter J. Secrist
Vice President and Senior Portfolio Manager

Halsey Associates | 265 Church Street, 10th Floor, Suite 1006 | New Haven, CT 06510 | 800-582-1076

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency