Our Firm

Smart Advice Client Focus

Back

Thomas N. Ellis, Jr.

Vice President and Senior Portfolio Manager
Halsey Associates

203-772-0740
|

ROLE

Tom manages investments for high net worth individuals, families, retirement plans and not for profit entities at Halsey Associates. Additionally, Tom shares responsibility for equity and fixed income research and the execution of trading for the accounts of the firm.

EXPERIENCE

Joined Halsey Associates in October of 2010 after 20 years in various wealth management positions with Webster Financial Corporation and JP Morgan Chase.

EDUCATION

Tom received a B.A. from Fairfield University and an M.S. from Southern Connecticut State University

COMMUNITY INVOLVEMENT

Tom is active in his community as a coach for his children’s athletic teams.

Subscribe to Our eNewsletter
Loading

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