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Jim Zoldy
Gestionnaire de Portefeuille-Actions chez
Washington Trust Advisors, Inc.
Profil
Mr. James S.
Zoldy is a Senior Vice President, Managing Director & Principal Portfolio Manager at Washington Trust Advisors, Inc. He is responsible for portfolio management and investment research within Washington Trust Wealth Management.
He also spearheads new business initiatives and provides operational oversight to the division and is also a voting member of the Equity Committee of Washington Trust Advisors.
He has over 30 years of experience in the wealth management and banking industries.
Mr. Zoldy held various positions in the Trust Department and Corporate Finance divisions of Chase Manhattan Bank of Connecticut and its predecessor Citytrust Bancorp.
He served as Chairman at the financial advisory firm Halsey Associates prior to the firm’s acquisition by Washington Trust in 2015.
He holds a bachelor’s degree from the University of Connecticut and is a CFA chartholder.
Postes actifs de Jim Zoldy
| Sociétés | Poste | Début |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Anciens postes connus de Jim Zoldy
| Sociétés | Poste | Fin |
|---|---|---|
Halsey Associates, Inc.
 Halsey Associates, Inc. Investment ManagersFinance Halsey Associates builds advanced strategies that focus on client’s financial goals. | Président | - |
Formation de Jim Zoldy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates builds advanced strategies that focus on client’s financial goals. | Finance |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals. | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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