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John B. Mortenson
Portefeuillebeheerder-Aandelen bij The Washington Trust Co. of Westerly (Investment Management)
Profiel
Mr. John B.
Mortenson 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 high-net-worth investors, institutional and non-profit clients at Washington Trust Wealth Management.
He is also a voting member of the Investment Committee for The Washington Trust Company.
Mr. Mortenson has more than 26 years of experience in wealth management and investment strategies.
Mr. Mortenson was employed as a Regional Investment Executive by Bank of America Private Bank and United States Trust Co., NA.
He received his undergraduate degree from Merrimack College.
Actieve functies van John B. Mortenson
Bedrijven | Functie | Begin |
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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 | 01-04-2013 |
Eerdere bekende functies van John B. Mortenson
Bedrijven | Functie | Einde |
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United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Bank of America Private Bank
![]() Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Opleiding van John B. Mortenson
Merrimack College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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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 |
Bank of America Private Bank
![]() Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |