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Kathi oversees all aspects of Washington Trust Wealth Management, including the strategic direction, service offerings, and client experience. She is focused on increasing the reach of our financial planning, trust, and investment services to core markets including high net worth individuals and families, public and private institutions, and their foundations and endowments.
Kathi is a member of the Rhode Island, Massachusetts and Florida Bar Associations. Before joining Washington Trust, she was a licensed attorney in private practice for more than 25 years. She was most recently a Partner at the law firm of Partridge Snow & Hahn where she served as Chair for the firm’s Trusts and Estates Practice Group for more than 15 years. In that role she was responsible for advising clients on wealth preservation, asset transfer, charitable giving, and estate and gift tax planning issues. Kathi is a frequent speaker and published source on matters of trust and estate administration and other relevant issues.
Kathi is a graduate of Suffolk University Law School (J.D., cum laude) and holds a bachelor’s degree from Providence College (B.A., cum laude).
A Rhode Island resident, Kathi serves on the Finance Council for the Diocese of Providence, and the South County Hospital Professional Advisory Board, and was Past President of the Providence College Alumni Association.
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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