Career history of Jim Zoldy
Former positions of Jim Zoldy
| Companies | Position | Start | End |
|---|---|---|---|
Halsey Associates, Inc.
 Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Analyst-Equity | 01/01/1993 | 01/10/2019 |
| Chairman | 01/01/1993 | - | |
| Portfolio Manager-Equities | 01/01/1993 | 01/10/2019 | |
| President | - | 01/10/2019 | |
| Treasurer | 01/01/1993 | - |
Training of Jim Zoldy
| University of Connecticut | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Chairman | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Finance |
- Stock Market
- Insiders
- Jim Zoldy
- Experience
