Jim Zoldy

Portföljförvaltare-Aktier på

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.

Aktiva positioner av Jim Zoldy

Företag	Position	Start
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.	Portföljförvaltare-Aktier	2022-01-01

Alla aktiva positioner av Jim Zoldy

Tidigare kända positioner av Jim Zoldy

Företag	Position	Slut
Halsey Associates, Inc. Halsey Associates, Inc. Investment ManagersFinance Halsey Associates builds advanced strategies that focus on client’s financial goals.	Ordförande	-

Se detaljerna i Jim Zoldys erfarenhet

Jim Zoldys utbildningar

Erfarenheter
Innehade positioner

Aktiva

Inaktiva

Börsnoterade företag

Privata företag

Se detaljerna i Jim Zoldys erfarenhet

Relationer

Första gradens relationer

Företag kopplade till första graden

Man

Kvinna

Styrelseledamöter

Chefer

Se det personliga nätverket

Kopplade företag

Privata företag	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