two hands holding pens pointing at a graph

News & Resources

Smart Advice Insight

Washington Trust Wealth Management Blog

rss

Timely advice & commentary about investing, taxes, financial planning and more.


Halsey Associates Hires Peter Secrist as Vice President and Senior Portfolio Manager
By Washington Trust / March 25, 2019
Halsey Associates Hires Peter Secrist as Vice President and Senior Portfolio Manager

March 25, 2019

New Haven, CT – Halsey Associates has announced that Peter J. Secrist of Fairfield, CT has been appointed Vice President and Senior Portfolio Manager. Secrist, who has more than 25 years of experience in portfolio management and client service, is responsible for advising and overseeing the construction, management, and monitoring of client investments, and is involved with investment research and new business initiatives at Halsey.

Secrist joins Halsey Associates from Northern Trust, where he was Senior Vice President and Senior Portfolio Manager for more than eight years. He graduated with a bachelor’s degree from St. Lawrence University and holds a Master of Business Administration degree in Finance and Investments from the Leeds School of Business at the University of Colorado at Boulder. Secrist is active in his community and resides in Fairfield with his wife and three children.

Halsey Associates, a division of Washington Trust Wealth Management, is an SEC-registered investment adviser headquartered in New Haven, Connecticut. Founded in 1967, Halsey Associates has approximately $946 million in assets under administration.



Comments are closed.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

Subscribe to Our eNewsletter
Loading

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