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Daniel LeBeau

Daniel LeBeau

Senior Investment Research Analyst at Washington Trust Advisors, Inc.

Westerly, RI , United States

About

Daniel LeBeau is Vice President and Senior Investment Research Analyst at Washington Trust Wealth Management, based in Westerly, Rhode Island. In this role, he is responsible for providing in-depth investment research and analysis to support the firm's wealth management strategies, drawing on more than 20 years of experience in the investment sector. LeBeau specializes in the management and analysis of public pension plans, bringing significant expertise in institutional portfolios, fixed income, equities, and multi-asset class solutions.

Before joining Washington Trust in 2018, he held consulting and senior analyst positions at NEPC, LLC, where he advised institutional clients on investment policy, asset allocation, and manager selection, with a focus on improving outcomes for pension funds and endowments. His career is marked by a rigorous, research-driven approach and a consistent focus on the needs of institutional and high-net-worth clients.

LeBeau holds a Bachelor of Science in Finance from the University of Rhode Island - College of Business Administration. He is recognized for his analytical depth in public and private markets, as well as his commitment to fiduciary excellence and thought leadership within the investment industry.

Career History

OrganizationRoleDate RangeDetails
Washington Trust Wealth ManagementSenior Investment Research AnalystApr 2018 to Present
NEPC, LLCConsultantJan 2011 to Oct 2016
NEPC, LLCSenior AnalystJan 2009 to Dec 2010
NEPC, LLCAnalystJan 2007 to Dec 2008
NEPC, LLCPerformance AnalystNov 2005 to Dec 2006

Education

University of Rhode Island - College of Business Administration

BS, Finance

1998 2002

Skills & Expertise

Training
Due Diligence
Valuation
Pensions
Strategy
Mutual Funds
Change Management
Fixed Income
Asset Management
Analysis
Microsoft Excel
Equities
Bloomberg
Investment Management
Hedge Funds
Business Analysis
Investments
Microsoft Office
Private Equity
Investment Strategies
Asset Allocation
Alternative Investments

Others at Washington Trust Advisors, Inc. (7)

NameRoleLocation
Jeremy Lombardi
Jeremy Lombardi
Wealth Investment AssociateRI , United States
P
Peter Phillips
Senior Vice President & Chief Investment OfficerNorth Kingstown, RI , United States
Susan Kelly
Susan Kelly
VP, Senior Investment Research AnalystMA , United States
J
Joshua Chao
Vice President, Senior Investment Research AnalystBoston, MA , United States
Laura Ward
Laura Ward
Vice President and Portfolio ManagerRI , United States
Matt Blank
Matt Blank
Senior Portfolio ManagerProvidence, RI , United States
M
Michael Sheldon
Vice President and Senior Portfolio ManagerWestport, CT , United States

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