Jim Zoldy

Portfolio Manager-Aktien bei

Washington Trust Advisors, Inc.

Finance

Consumer Services

Profil

Mr. James S.
Zoldy is a Senior Vice President, Managing Director & Principal Portfolio Manager at Washington Trust Advisors, Inc. He 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 and is also a voting member of the Equity Committee of Washington Trust Advisors.
He has over 30 years of experience in the wealth management and banking industries.
Mr. Zoldy 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 Chairman at the financial advisory firm Halsey Associates prior to the firm’s acquisition by Washington Trust in 2015.
He holds a bachelor’s degree from the University of Connecticut and is a CFA chartholder.

Aktive Positionen von Jim Zoldy

Unternehmen	Position	Beginn
Washington Trust Advisors, Inc. Washington Trust Advisors, Inc. Investment ManagersFinance WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals.	Portfolio Manager-Aktien	01.01.2022

Alle aktiven Positionen von Jim Zoldy

Ehemalige bekannte Positionen von Jim Zoldy

Unternehmen	Position	Ende
Halsey Associates, Inc. Halsey Associates, Inc. Investment ManagersFinance Halsey Associates builds advanced strategies that focus on client’s financial goals.	Vorsitzender	-

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Unternehmensverbindungen

Private Unternehmen	3
Halsey Associates, Inc. Halsey Associates, Inc. Investment ManagersFinance Halsey Associates builds advanced strategies that focus on client’s financial goals.	Finance
Washington Trust Advisors, Inc. Washington Trust Advisors, Inc. Investment ManagersFinance WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals.	Finance
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services