Kimberly I. McCarthy, Esq.

Senior Vice President and Chief Client Services Officer

ROLE

Kim is responsible for setting client service standards, improving client experience, and leading all client-facing operations of the at Washington Trust Wealth Management. She also leads the tax, ERISA, and employee benefits compliance efforts and represents the Trust, Investment Department, and Wealth Management divisions when working with state and federal regulators in tax, nonprofit, or employee benefit matters.

EXPERIENCE

Kim has more than 25 years of experience in employee benefits, tax, nonprofit, and regulatory compliance. She joined Washington Trust after 20 years at Partridge Snow & Hahn, where she had been a partner and created and led the firm’s ERISA and Employee Benefit and Tax practice groups, as well as leading the firm’s Charitable and Exempt Organizations practice group. Kim was a member of the inaugural class of the Providence Business News 40 under 40 and was named Tax Attorney of the Year for 2018 by Best Lawyers.

EDUCATION

Kim holds a Juris Doctor degree from Boston College Law School, a bachelor’s degree from Brown University and her L.L.M. in taxation from Boston University Law School.

COMMUNITY INVOLVEMENT

A Rhode Island resident, Kim is involved with many nonprofit and community organizations, including as a director and past Chairman of Children’s Friend & Service, a Trustee for the Cumberland Public Library, and Chairman of the Parish Council for St. John Vianney Parish.