Smart Advice Client Focus®
Joe leads the Bank’s team of Private Client Advisors, serving a national client base from families managing wealth across several generations to business owners, entrepreneurs, and other creators of first-generation wealth. He also serves as Team Leader in the C&I Commercial Banking division of the Bank.
Joe joined Washington Trust in 2003. Prior to joining Washington Trust, he spent several years with global, national, and local financial institutions in lending, investments, and a private banking capacities.
Joe holds his bachelor's degree from the University of Rhode Island and his M.B.A. from Providence College.
Joe is past President of the University of Rhode Island Alumni Association and continues to serve on the University’s College of Business Advisory Council. A Rhode Island resident, he is an alumnus of Leadership Rhode Island, and continues to be active coaching youth sports in his local community.
Please note: This is not a secured e-mail transmission. Please do not send personal or financial information via email.
Washington Trust Wealth Management
News & Resources
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