Jim Zoldy

Portfolio Manager-Equities at

Washington Trust Advisors, Inc.

Finance

Consumer Services

Profile

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.

Jim Zoldy active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/01/2022

All active positions of Jim Zoldy

Former positions of Jim Zoldy

Companies	Position	End
Halsey Associates, Inc. Halsey Associates, Inc. Investment ManagersFinance Halsey Associates builds advanced strategies that focus on client’s financial goals.	Chairman	-

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Linked companies

Private companies	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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