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Peter R. Phillips, CFA, CAIA

Senior Vice President and Chief Investment Officer
Leadership Team


ROLE

Peter oversees the investment research function supporting proprietary equity strategies and the dissemination of key investment information across business lines. He serves as chair of both the Equity Strategy and Trade Management and Oversight committees. Peter plays a major role in formulating investment policy and communicates the firm's point of view to the public through webinars and special presentations to accountants, attorneys, and other centers of influence.

EXPERIENCE

Peter joined Washington Trust Wealth Management in 2007, bringing with him over 17 years of equity research and portfolio management experience in both the high-net-worth and institutional settings. Prior to joining Washington Trust, he served as an investment officer at the Amica Mutual Insurance Company for over ten years.

EDUCATION

Peter holds a degree in finance and communications from Syracuse University and earned an M.S. in finance with high distinction from Bentley College. He is both a Chartered Financial Analyst and Chartered Alternative Investment Analyst charter-holder.

COMMUNITY INVOLVEMENT

Peter currently serves on the investment committees of the Rhode Island Foundation, Care New England Health System, Save the Bay, and the 100 Club of Rhode Island. He is a past president of the CFA Society Providence and an adjunct instructor of securities analysis at Bryant University.

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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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