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Daniel LeBeau
Senior Investment Research Analyst at Washington Trust Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Washington Trust Wealth Management | Senior Investment Research Analyst | Apr 2018 to Present | — |
| NEPC, LLC | Consultant | Jan 2011 to Oct 2016 | — |
| NEPC, LLC | Senior Analyst | Jan 2009 to Dec 2010 | — |
| NEPC, LLC | Analyst | Jan 2007 to Dec 2008 | — |
| NEPC, LLC | Performance Analyst | Nov 2005 to Dec 2006 | — |
Education
University of Rhode Island - College of Business Administration
BS, Finance
1998 — 2002
Skills & Expertise
Others at Washington Trust Advisors, Inc. (7)
| Name | Role | Location |
|---|---|---|
| Wealth Investment Associate | RI , United States | |
P Peter Phillips | Senior Vice President & Chief Investment Officer | North Kingstown, RI , United States |
| VP, Senior Investment Research Analyst | MA , United States | |
J Joshua Chao | Vice President, Senior Investment Research Analyst | Boston, MA , United States |
| Vice President and Portfolio Manager | RI , United States | |
| Senior Portfolio Manager | Providence, RI , United States | |
M Michael Sheldon | Vice President and Senior Portfolio Manager | Westport, CT , United States |
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