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Peter Phillips
Senior Vice President & Chief Investment Officer at Washington Trust Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Washington Trust Wealth Management | Senior Vice President & Chief Investment Officer | Jan 2019 to Present | — |
| Care New England | Board Member | Jul 2022 to Present | — |
| Rhode Island Foundation | Board Member | Jan 2021 to Present | — |
| The Washington Trust Company | Chief Investment Officer | Jul 2007 to Jan 2019 | — |
| Amica Mutual Insurance Company | Investment Officer | Sep 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
Others at Washington Trust Advisors, Inc. (7)
| Name | Role | Location |
|---|---|---|
| Senior Investment Research Analyst | Westerly, RI , United States | |
| Wealth Investment Associate | 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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