James S. Zoldy, Jr., CFA®

Senior Vice President, Managing Director and Principal Portfolio Manager

ROLE

Jim is responsible for portfolio management and investment research within Washington Trust Wealth Management. He also spearheads new business initiatives and provides operational oversight to the division.

EXPERIENCE

Jim has more than 30 years of experience in the banking and wealth management industries. Jim held various positions in the Trust Department and Corporate Finance divisions of Chase Manhattan Bank of Connecticut and its predecessor Citytrust Bancorp. He served as President at the financial advisory firm Halsey Associates prior to the firm’s acquisition by Washington Trust in 2015.

EDUCATION

Jim is a CFA® charter holder and holds a bachelor’s degree from the University of Connecticut.

COMMUNITY INVOLVEMENT

A Connecticut resident, Jim is actively involved in the communities that Washington Trust serves. Jim is a director and past board Chairman of Easter Seal Rehabilitation Center of Greater Waterbury and has held various leadership roles and volunteer efforts with organizations such as his church, Access Rehab Centers and Acts 4 Ministry.