Aaron Michael Simmons

Gestore di Portafoglio-Azioni presso The Washington Trust Co. of Westerly (Investment Management)

Finance

Consumer Services

Profilo

Mr. Aaron M.
Simmons is a Vice President & Senior Wealth Advisor at The Washington Trust Co. of Westerly.
He is responsible for the administration and management of the portfolios of both institutional clients and high-net-worth individuals at Washington Trust Wealth Management.
His work with clients includes administration of Endowments, Estates, Foundations, Retirement, and Trust accounts.
He is also a voting member of the Investment Committee for The Washington Trust Company.
Mr. Simmons has more than 25 years of experience in wealth management and investment strategies.
Mr. Simmons was employed as a Principal by Strategic Point Investment Advisors LLC.
He received his undergraduate degree from Brown University.

Posizioni attive di Aaron Michael Simmons

Società	Posizione	Inizio
The Washington Trust Co. of Westerly (Investment Management) The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans.	Gestore di Portafoglio-Azioni	01/01/2011

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Precedenti posizioni note di Aaron Michael Simmons

Società	Posizione	Fine
Strategic Point Investment Advisors LLC Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA.	Corporate Officer/Principal	-

Vedi nel dettaglio l'esperienza di Aaron Michael Simmons

Formazione di Aaron Michael Simmons

Brown University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Aaron Michael Simmons

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Strategic Point Investment Advisors LLC Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA.	Finance
The Washington Trust Co. of Westerly (Investment Management) The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans.	Finance