Susan K. Arnold
Portfolio Manager-Aktien bei Washington Trust Advisors, Inc.
Profil
Ms. Susan K.
Arnold is a Vice President & Principal Wealth Advisor at Washington Trust Advisors, Inc. She is responsible for providing wealth management services and financial planning at Washington Trust Wealth Management.
She works with high-net worth individuals and their families to design, implement, and monitor customized financial plans that help them to efficiently meet their goals through a combination of financial, investment, estate, insurance, and tax planning services and advice.
She is also a voting member of our RIA’s Investment Committee.
Ms. Arnold has more than 30 years of experience in wealth management and financial planning.
Prior to joining Washington Trust, she worked in the cash management division at Gulf Resources.
Mr. Arnold is a CFP practitioner and holds a master’s degree from Bentley University and a bachelor’s degree from Lake Forest College.
Aktive Positionen von Susan K. Arnold
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.01.1993 |
Ausbildung von Susan K. Arnold
| Lake Forest College | Undergraduate Degree |
| Bentley University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| 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 |