Brett Lonergan, CFA®

Assistant Vice President and Wealth Advisor

ROLE

Brett is an Assistant Vice President and Wealth Advisor at Washington Trust Wealth Management. He holds the Chartered Financial Analyst designation, which requires successful completion of three exams covering a broad range of investment topics including portfolio management, wealth planning, economic principles, and ethical & professional standards of conduct. It takes an average of 1,000+ hours of study and four years of professional work experience to obtain this certification.

EDUCATION

Brett graduated from the University of Rhode Island with a B.S. degree in Finance. He loves spending time with family and tries to stay active in his free time. He enjoys playing golf and softball in the summer.