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®
Halsey Associates President
203-772-0740
Kenneth J. Julian
Halsey Associates EVP
203-772-0740
Thomas N. Ellis, Jr.
Vice President and Senior Portfolio Manager
203-772-0740
Thomas Beirne III, CFP®
Vice President and Senior Wealth Management Planning Officer
203-772-0740
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, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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