Profil
Mr. Robbat was one of the founders of Weston Financial in 1979.
Mr. Robbat began his career in the financial services area of John Hancock Insurance Company in 1972.
He was responsible for business clients' needs in the retirement, estate and insurance areas.
Mr. Robbat graduated with a Bachelors of Science degree, cum laude, from Boston University's School of Management.
Ehemalige bekannte Positionen von Joseph Robbat
| Unternehmen | Position | Ende |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Gründer | 03.03.2010 |
Ausbildung von Joseph Robbat
| Boston University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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| Private Unternehmen | 1 |
|---|---|
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
