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Peter Phillips

Senior Vice President & Chief Investment Officer at Washington Trust Advisors, Inc.

North Kingstown, RI , United States

About

Peter R. Phillips, CFA®, CAIA®, currently serves as Senior Vice President & Chief Investment Officer at Washington Trust Wealth Management, based in North Kingstown, RI. In this capacity, he leads the firm's investment strategy, oversees the investment research and decision-making functions, and directs the in-house Investment Research Group. Peter also formulates investment policy and communicates Washington Trust's outlook through webinars, presentations, and leadership of various internal committees.

With more than 25 years of experience in equity research and portfolio management, Peter has a strong background in managing investments for high-net-worth individuals, families, and institutional clients. His expertise encompasses proprietary equity strategies as well as alternative investments, and he actively chairs the Equity Strategy and Trade Management Committees. Prior to joining Washington Trust in 2007, he was an investment officer for Amica Mutual Insurance Company for over ten years.

Peter holds a Master of Science in Finance from Bentley College and a Bachelor of Science in Finance and Communications from Syracuse University. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder, and contributes to the broader investment community through board and investment committee roles at organizations including the Rhode Island Foundation and Care New England.

Career History

OrganizationRoleDate RangeDetails
Washington Trust Wealth ManagementSenior Vice President & Chief Investment OfficerJan 2019 to Present
Care New EnglandBoard MemberJul 2022 to Present
Rhode Island FoundationBoard MemberJan 2021 to Present
The Washington Trust CompanyChief Investment OfficerJul 2007 to Jan 2019
Amica Mutual Insurance CompanyInvestment OfficerSep 1996 to Jul 2007

Education

Bentley College - Elkin B. McCallum Graduate School of Business

Master Of Science, Finance

1995 1997

Syracuse University

Bachelor Of Science, Finance, Film

1984 1988

La Salle Academy

1980 1984

Skills & Expertise

Public Speaking
Thought Leadership
Communication
Due Diligence
Executive Leadership
Team Management
Team Leadership
Risk Management
Investment Management Industry
Fundamental Analysis
Strategic Planning
Operational Efficiency
Philanthropy
Corporate Finance
Quality Management
Presentation Skills
Leadership
People Management
Environmental, Social, and Governance (ESG)
Corporate Social Responsibility
CAIA
Chartered Financial Analyst
Healthcare Industry
Board of Directors
Nonprofit Organizations
Fixed Income
Analysis
Investments
Portfolio Management
Equities
Equity Research
Asset Management
Alternative Investments
Research
Economics
Financial Modeling
Asset Allocation
Mentoring
Financial Analysis
Bloomberg
Securities
Teaching
Mutual Funds
Finance
Strategy
Regulatory Compliance
Investment Management

Others at Washington Trust Advisors, Inc. (7)

NameRoleLocation
Daniel LeBeau
Daniel LeBeau
Senior Investment Research AnalystWesterly, RI , United States
Jeremy Lombardi
Jeremy Lombardi
Wealth Investment AssociateRI , 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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