Joshua D. Chao, CFA®

Vice President, Senior Investment Research Analyst

Josh is responsible for various reporting, analytics and research functions at Washington Trust Wealth Management. He assists Washington Trust Advisors and their clients on asset allocation and investment decisions, and supports the administration of the Investment Oversight and Trade Management Oversight committees.

jdchao@washtrust.com

Experience

Josh has more than 5 years of experience in the investments industry. Prior to joining Washington Trust Wealth Management, Josh served as a UIT Specialist with Eaton Vance.

Education

Josh is a CFA® charter-holder. Josh holds a bachelor’s degree from the University of Massachusetts at Dartmouth.

Community Involvement

A Massachusetts resident, Josh is active in his community and supports a wide range of bank-sponsored community activities.