John B. Mortenson

Vice President and Senior Wealth Advisor

ROLE

As a Senior Wealth Advisor, John manages the portfolios of high-net-worth investors as well as those of institutional and nonprofit clients.

EXPERIENCE

John has more than 26 years of investment experience. Prior to joining Washington Trust Wealth Management, John worked for U.S. Trust and Bank of America Private Wealth Management as a Regional Investment Executive.

EDUCATION

John holds a Bachelor of Science in Business Administration with a concentration in Finance from Merrimack College.

COMMUNITY INVOLVEMENT

John is a member of the Estate Planning Council of Rhode Island.