Assistant Vice President and Portfolio Manager
Joe is responsible for managing the investment holdings of both institutional clients and high-net-worth individuals at Washington Trust Wealth Management. In addition to his investment management duties, Joe oversees the team of wealth associates, ensuring seamless collaboration and support for client needs. With his experience in portfolio oversight and client service, he provides tailored strategies that align with his clients’ financial goals.
Joe began his career at Washington Trust Wealth Management in 2016 as an Investments Intern and subsequently held the positions of Investments Associate, Wealth Management Officer, and Senior Wealth Associate before being promoted to Assistant Vice President and Portfolio Manager in 2021.
Joe earned a Bachelor of Science degree in Economics from the University of Wisconsin–Madison.
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