About
Joey is Vice President and Senior Portfolio Manager for Washington Trust Bank's Wealth Management & Advisory Services, collaborating with clients in western Washington. He is responsible for designing and implementing goals-based strategies for high-net-worth individuals, institutions and foundations.
He has over 10 years of experience in the financial industry, both in portfolio management and client advisory. Prior to joining Washington Trust, Joey was a Portfolio Manager with a major firm in Seattle, Washington, where he designed integrated financial plans, asset allocation strategies and managed complex investment portfolios of significant relationships.
As part of your wealth management team, Joey partners with your Relationship Manager and your existing legal and tax advisors to ensure positioning of the right custom wealth planning strategies for your unique circumstances. Joey is enthusiastic about creating an open conversation about your goals and translating that into customized portfolio strategies that meet your individualized objectives.
Areas of Expertise
Professional Affiliations
- CFA Institute
- Music Center of the Northwest – Board of Directors
Education