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Joshua Chao
Vice President, Senior Investment Research Analyst at Washington Trust Advisors, Inc.
About
Joshua Chao is Vice President and Senior Investment Research Analyst at Washington Trust Advisors, Inc., based in Boston, MA. In this capacity, he is responsible for reporting, analytics, and research functions, supporting the firm's asset allocation and investment decision-making processes, and assisting with investment oversight and trade management oversight committees.
He focuses on multi-asset research, portfolio construction, and investment due diligence, with expertise spanning equities, fixed income, and alternative investments. Prior to joining Washington Trust Wealth Management, Joshua was a UIT Specialist at Eaton Vance, further broadening his perspective on investment products and market research.
Joshua holds the Chartered Financial Analyst (CFA®) designation and earned his bachelor’s degree from the University of Massachusetts Dartmouth. With over five years of experience in the investment industry, he is recognized for his analytical rigor, client-focused approach, and contributions to investment policy development at Washington Trust.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Washington Trust Wealth Management | Vice President, Senior Investment Research Analyst | Oct 2023 to Present | — |
| Washington Trust Wealth Management | Assistant Vice President, Senior Investment Research Analyst | Sep 2022 to Oct 2023 | — |
| Washington Trust Wealth Management | Officer, Wealth Management Research Analyst | Nov 2019 to Sep 2022 | — |
| Washington Trust Wealth Management | Wealth Management Research Associate | Jun 2018 to Nov 2019 | — |
| Eaton Vance | UIT Specialist | Nov 2015 to Jun 2018 | In this role, I ran the operational and supervision processes for the Unit Investment Trusts. This included, but was not limited to, submitting daily trades to be processed by the custodian, facilitat... |
| WCD, Inc. | Accounting Analyst | Aug 2015 to Oct 2015 | — |
| Café Europa | Bartender | Jun 2012 to Aug 2015 | — |
| The TJX Companies, Inc. | Stores Services Intern | May 2014 to Aug 2014 | — |
Education
University of Massachusetts Dartmouth
Bachelor's Degree, Finance, General
2012 — 2015
Central Connecticut State University
Business Administration and Management, General
2011 — 2012
Others at Washington Trust Advisors, Inc. (7)
| Name | Role | Location |
|---|---|---|
 | Senior Investment Research Analyst | Westerly, RI , United States |
 | 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 |
 | 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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