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James S. Zoldy, Jr., CFA®

Halsey Associates President
Leadership Team, Halsey Associates

203-772-0740
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ROLE

Jim's responsibilities include portfolio management, investment research and assistance in new business initiatives as well as oversight of the firm’s operations.

EXPERIENCE

Jim joined Halsey in 1993 after various positions in the Trust Department and Corporate Finance division of Chase Manhattan Bank of Connecticut and its predecessor Citytrust Bancorp.

EDUCATION

Jim received a B.S. in Finance from the University of Connecticut and is a CFA® chartholder.

COMMUNITY INVOLVEMENT

Jim is a director and past board chairman of Easter Seal Rehabilitation Center of Greater Waterbury; a director of Access Rehab Centers; a director of Acts 4 Ministry; and treasurer of his church.

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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.

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