Aaron Michael Simmons
Portefeuillebeheerder-Aandelen bij The Washington Trust Co. of Westerly (Investment Management)
Profiel
Mr. Aaron M.
Simmons is a Vice President & Senior Wealth Advisor at The Washington Trust Co. of Westerly.
He is responsible for the administration and management of the portfolios of both institutional clients and high-net-worth individuals at Washington Trust Wealth Management.
His work with clients includes administration of Endowments, Estates, Foundations, Retirement, and Trust accounts.
He is also a voting member of the Investment Committee for The Washington Trust Company.
Mr. Simmons has more than 25 years of experience in wealth management and investment strategies.
Mr. Simmons was employed as a Principal by Strategic Point Investment Advisors LLC.
He received his undergraduate degree from Brown University.
Actieve functies van Aaron Michael Simmons
| Bedrijven | Functie | Begin |
|---|---|---|
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
Eerdere bekende functies van Aaron Michael Simmons
| Bedrijven | Functie | Einde |
|---|---|---|
Strategic Point Investment Advisors LLC
 Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Corporate Officer/Principal | - |
Opleiding van Aaron Michael Simmons
| Brown University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
The Washington Trust Co. of Westerly (Investment Management)
The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Finance |
Strategic Point Investment Advisors LLC
Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Finance |
