Profiel
Mr. Russ W.
Burgess, CFA, is Director-Investments at The Washington Trust Co. of Westerly.
Mr. Burgess joined The Washington Trust Company's Wealth Management division in 2000.
Previously, he was a portfolio manager at Linden Capital Management in Boston and spent five years in the Private Client Services Group of Donaldson, Lufkin and Jenrette servicing high net worth clients and financial institutions.
Mr. Burgess has a B.A.
in Economics from the University of Vermont.
He is a trustee at Mason's Island Yacht Club, a member of the Retirement Board, Town of Stonington, and a member of CFA Institute, Providence Society.
Eerdere bekende functies van Russ W. Burgess
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Head-Equity Investments | 01-01-2013 |
Reynders Gray & Co., Inc.
 Reynders Gray & Co., Inc. Investment Banks/BrokersFinance Founded in 1979, Reynders Gray & Co., Inc. is a broker/dealer located in New York City. The firm is a member of the NYSE, the American Stock Exchange, the Pacific Stock Exchange (Archipelago) and the NASD. They offer agency transaction services, quantitative execution, commission conversion and investment management services | Corporate Officer/Principal | 01-01-2000 |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | 01-09-1998 |
Opleiding van Russ W. Burgess
| University of Vermont | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
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 |
Reynders Gray & Co., Inc.
Reynders Gray & Co., Inc. Investment Banks/BrokersFinance Founded in 1979, Reynders Gray & Co., Inc. is a broker/dealer located in New York City. The firm is a member of the NYSE, the American Stock Exchange, the Pacific Stock Exchange (Archipelago) and the NASD. They offer agency transaction services, quantitative execution, commission conversion and investment management services | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
