Washington Trust Wealth Management Announces Weston Financial Group Leadership Changes
Wellesley, MA – Washington Trust Wealth Management, a $6.4 billion regional wealth management firm, has appointed Kathleen A. Ryan, Esq. and Mark T. Kelly, CFA, CFP, to lead Weston Financial Group, Inc., the division’s Wellesley, MA- based, SEC-Registered Investment Advisor. Ryan, who serves as Executive Vice President and Chief Wealth Management Officer of the division’s parent company, The Washington Trust Company, was named President of Weston Financial Group, Inc. Kelly, who recently joined Weston from Bainco International Investors in Boston, was appointed Principal Financial Counselor and Client Service Manager and will run the Company’s Wellesley office.
“Kathi and Mark bring tremendous wealth management experience and leadership to the company, as well as a passion for client service excellence,” stated Edward O. Handy, III, Washington Trust Chairman and Chief Executive Officer. “Weston was a pioneer of financial planning when the Company was founded in 1979 and has been helping high net worth clients and their families reach their goals ever since. We look forward to expanding Weston’s client base under Kathi and Mark’s leadership.”
Ryan, who was just named Financial Services Industry Leader as part of Providence Business News’ Business Women Awards, oversees all aspects of Washington Trust Wealth Management including the strategic direction, service offerings and client experience. She joined Washington Trust in 2016 after more than 25 years as an attorney, most recently as a partner at the law firm Partridge Snow & Hahn where she served as chair for the firm’s Trusts & Estates practice. Ryan is a member of the Rhode Island, Massachusetts, and Florida Bar Associations and a graduate of Suffolk University Law School (J.D., cum laude) and Providence College (B.A., cum laude). A Rhode Island resident, she serves as a board member for numerous organizations, including service as Past President of the Providence College Alumni Association, member of the Finance Council for the Diocese of Providence and current member of the South County Hospital Professional Advisory Board.
Kelly is responsible for overseeing Weston’s client service teams and business activities, including business development and operations. He joined Weston Financial in December of 2018 from Bainco International Investors, where he served as Managing Director and Portfolio Strategist. He has more than 25 years of wealth and asset management experience, including previously serving as a Senior Private Banker and Portfolio Strategist with Citizens Financial Group. In addition to holding both the Chartered Financial Analyst and Certified Financial Planner designations, he is a member of the CFA Institute, the Boston Security Analysts Society, and the Financial Planning Association. Kelly is a graduate of the ABA National Trust School at Northwestern University and holds his bachelor’s degree in business administration from Bryant College, with concentrations in finance and accounting, and his master’s in finance from the Carroll School of Management at Boston College. An active member of his community, he is a former member of the Duxbury Finance Committee, a board member of Child and Family Services, and is involved with the Duxbury Food Bank and My Brother's Keeper.
ABOUT WASHINGTON TRUST WEALTH MANAGEMENT
Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth individuals, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century. Washington Trust Wealth Management has more than $6.4 billion in assets under administration as of March 31, 2019, and provides services through its offices in Rhode Island (Providence, Westerly, and Narragansett) and through its registered investment advisers, Weston Financial Group, Inc. in Wellesley, Massachusetts and Halsey Associates, Inc. in New Haven, Connecticut. Washington Trust Wealth Management is a division of The Washington Trust Company, a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ: WASH). Additional information can be found at https://www.washtrustwealth.com/.