Dan is responsible for various investment research and reporting functions at Washington Trust Wealth Management. He assists Washington Trust Advisors and their clients on fund selection and on asset allocation decisions. Dan also leads the Washington Trust Advisors’ Investment Committee meetings and contributes to process improvement for the Investment Research Group, our experienced in-house investment research team.
Dan has more than 20 years of experience in the investment industry with specific experience in the management and analysis of public pensions plans. Prior to joining Washington Trust Wealth Management, Dan served as an Investment Consultant with NPEC, LLC based in Redwood City, CA.
Dan holds a bachelor’s degree from the University of Rhode Island.
A Rhode Island resident, Dan supports a wide range of bank-sponsored community activities and is an active volunteer with the Wounded Warriors Project and Habitat for Humanity.
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