Washington Trust Wealth Management
Washington Trust Wealth Management ("WTWM") is a premier regional wealth advisory group with more than $7.9 billion in assets under administration, as of June 30, 2026. WTWM provides client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses from its offices in Rhode Island, Massachusetts, and Connecticut. WTWM delivers customized financial planning, broad investment management, and full fiduciary services to its clients. Washington Trust Wealth Management is a registered trademark of The Washington Trust Company, which has licensed its use to its parent, affiliates, and subsidiaries, including Washington Trust Advisors, Inc., an SEC-registered investment adviser.
Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, and full trust services.
We provide exceptional proactive and personal service, marshaling the expert resources you require — all with a local, personalized touch. As we grow, we remain steadfastly committed to supporting the communities in which we live and work..
Our Team
Kathleen A. Ryan, Esq., Executive Vice President & Chief Wealth Management Officer
Kathi is responsible for the business strategy, fiscal performance and operational functions of Washington Trust Wealth Management, including the direction of service offerings, client experience and business development. She oversees the delivery of holistic, client focused financial solutions to individuals and families, foundations, endowments, municipalities, and businesses. Kathi is focused on continuing the expansion of the reach of wealth advisory services in the communities served by Washington Trust.
Peter R. Phillips, CFA®, CAIA, Senior Vice President and Chief Investment Officer
Peter R. Phillips, CFA®, CAIA® is SVP and Chief Investment Officer for Washington Trust Wealth Management. He is responsible for oversight of the investment research and decision-making functions at Washington Trust Wealth Management. Peter leads the development of the group’s investment policy and communicates the group’s point of view to the public through webinars and special presentations to accountants, attorneys, and other centers of influence. He also oversees all internal investment related committees and the Investment Research Group, our experienced in-house investment research team, and is responsible for disseminating key investment information across business lines. Peter is also a voting member of the Investment Committee of Washington Trust Advisors.
James S. Zoldy, Jr., CFA®, Senior Vice President, Managing Director and Principal Portfolio Manager
Jim is responsible for portfolio management and investment research within Washington Trust Wealth Management. He also spearheads new business initiatives and provides operational oversight to the division and is also a voting member of the Equity Committee of Washington Trust Advisors.
Peter J. Secrist, Senior Vice President, Managing Director and Principal Portfolio Manager
Peter is responsible for advising and overseeing the construction, management, and monitoring of client portfolios at Washington Trust Wealth Management. He is also involved with the investment research process and new business development. Peter is also a voting member of the Investment Committee and the Equity Committee of Washington Trust Advisors.
Eileen A. Straughn, Senior Vice President and Principal Wealth Financial and Operations Officer
Eileen is responsible for oversight of business development efforts as well as operations, business support, and project management for Washington Trust Wealth Management. In her role, she manages financial reporting and budgeting, divisional growth strategies, product development and actions and personnel management.
Address: 10 Weybosset Street, Providence, RI 02903, USA
Phone: +1 800 582 1076
