In his role as a Senior Portfolio Manager, Gene manages the investment holdings of both institutional clients and high-net-worth individuals. He is a member of the bank’s Investment Oversight Committee and the Equity Investment Committee.
Gene joined Washington Trust in 2006 and has more than 35 years of experience in the securities industry. Prior to joining Washington Trust, Gene was a Vice President with Citizens Investment Management Services in Providence, where he managed both high net worth and institutional portfolios.
A graduate of Georgetown University with a degree in finance, Gene also holds the Chartered Financial Analyst designation.
Gene is a member of the Investment Advisory Committee for the Diocese of Providence, a former trustee of St. Philomena School and is currently Chairman of its Investment Committee, and a past president of the CFA Society of Providence.
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