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Richard Cloutier, Jr., CFA

Richard Cloutier, Jr., CFA
Richard Cloutier, Jr., CFA
Vice President & Chief Investment Strategist
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Rick is a Vice President and Chief Investment Strategist for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for directing the portfolio management, research, and trading activities for the bank's multi-asset class strategies. Rick is also …

About Richard

Rick is a Vice President and Chief Investment Strategist for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for directing the portfolio management, research, and trading activities for the bank's multi-asset class strategies. Rick is also responsible for overseeing the client portfolio management team and portfolio analytics team.

Rick designs integrated asset allocation solutions by developing custom investment strategies to meet client risk/reward goals. He works closely with clients to design, implement and monitor investment and risk management strategies. He has over 25 years of portfolio management and institutional investment experience.

Prior to joining Washington Trust Bank, Rick served as the Director of Research and Portfolio Manager at Heritage Capital in Boston, where he managed equity, fixed income, and alternative investments research. In addition, Rick was responsible for developing diversified portfolios for foundations, pensions, charities, and high‑net‑worth individuals and their families. Before Heritage, Rick was the Director of Research at Wingate Financial. There, he led the research efforts and developed equity, fixed income, and mutual fund portfolio strategies.

Advisory Expertise

  • Portfolio Management

Professional Affiliations

  • CFA Institute
  • Financial Engineering Network of Cambridge, MA
  • CFA Society of Boston, MA
  • AcademyHealth’s Health Economics Interest Group
  • Social Science Research Network
  • Investopedia

Credentials

  • Chartered Financial Analyst®

Education

  • PhD Candidate, SMC University
  • MBA, Boston University
  • BS, University of Rhode Island