Washington Trust Hires New Private Client Advisor in Greater Boston Market
November 16, 2021
Wellesley, MA –The Washington Trust Company is pleased to announce that Lisa Hudson has been hired as Vice President, Senior Private Client Advisor in the Private Clients Group. Lisa will work with clients and their Washington Trust Wealth Management advisors to develop financial solutions and planning strategies utilizing the organization’s comprehensive suite of services, including investment management, financial planning, trust and estate planning, as well as the Bank’s deposit and lending services.
Lisa joins Washington Trust after serving as a Senior Vice President Private Client Manager in the Boston market for a national corporate, institutional, and wealth advisory service provider. Prior to that she held similar roles as a Commercial Banking and Private Client Advisor throughout the Greater Boston region.
“The Private Clients Group is so pleased to have Lisa joining our team,” said Joe Confessore, Senior Vice President & Team Leader, Commercial Banking and Wealth Management. “We know that Lisa’s experience and commitment to excellence will be an invaluable asset to the individuals, families, business owners, executives, foundations and endowments that we serve.”
Lisa is an active member of her community and has served two terms as a board member on the Greater Boston Chamber of Commerce Women’s Network Advisory Board and has also served as a member of the Fundraising Board of the American Cancer Society Hope Lodge. She is also a proud supporter of the Greater Hartford Food Bank and Cradles to Crayons. Lisa holds a bachelor’s degree and MBA from the University of Connecticut.
About Washington Trust Wealth Management
Washington Trust Wealth Management® (“WTWM”) is a premier regional wealth firm with more than $7.4 billion in assets under administration, meeting the wealth management needs of high-net worth families, entrepreneurs, endowments, foundations, retirement plan sponsors, pensions and other institutional investors. WTWM provides holistic financial planning, sophisticated investment management, and full trust services to clients from its offices in Rhode Island, Massachusetts and Connecticut. Washington Trust Wealth Management is a registered trademark of The Washington Trust Company, which has licensed its use to its parent, affiliates and subsidiaries.
Connect with a wealth advisor
No matter where you are in life, we can help. Get started with one of our experts today. Contact us at 800-582-1076 or submit an online form.
Any views or opinions expressed are those of Washington Trust Wealth Management. The information provided does not constitute legal, tax, or investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. Please consult with a financial counselor, attorney, or tax professional regarding your specific investment, legal, or tax situation. It should not be considered a solicitation to buy or an offer to provide investment advisory or other services. All information is current as of the date of this material and may change at any time without prior notice. The information provided is solely for informational purposes and has been obtained from sources believed to be reliable but its accuracy is not guaranteed.