Simon Bean

Simon is Vice President and Senior Client Portfolio Manager for Washington Trust Bank's Wealth Management & Advisory Services in Portland, Oregon. Working with our Relationship Managers and clients, he is responsible for designing and implementing goals‑based strategies that require both a high level of customization and expert communication. He has over 15 years of experience in the financial industry, both in portfolio management and client advisory. As part of your wealth management team, Simon partners with your existing legal and tax advisors to ensure positioning of the most appropriate custom wealth planning strategies for your unique circumstances.

Before joining Washington Trust, Simon was a Portfolio Manager with a major firm in Portland where he was responsible for the management, design, and oversight of wealth portfolios, including trusts, retirement plans, corporate funds, foundations, and individual wealth.