Washington Trust Bancorp Boosts Wealth Management Division with Key Strategic Hires
- Washington Trust Bancorp expands its wealth management division with five experienced professionals to enhance client services.
- Cristina Offenberg and Marilyn Gentilotti join as key hires to improve estate planning and tax strategies for clients.
- The firm continues to invest in talent to strengthen its wealth management offerings and support evolving client needs.
Washington Trust Bancorp Expands Wealth Management Division with Strategic Hires
Washington Trust Bancorp enhances its wealth management division with the recent addition of five experienced professionals, reinforcing its dedication to providing personalized financial services. This move is aligned with the company's ongoing efforts to expand its capabilities and deliver superior client experiences. Among the new hires is Cristina Offenberg, Esq., who takes the role of Vice President and Head of Estate Settlement. With over 30 years of legal expertise in estate planning and trust administration, Offenberg is expected to play a pivotal role in streamlining the estate settlement processes for the firm’s clientele.
Joining Offenberg is Marilyn Gentilotti, Esq., CPA, CFP®, CTFA, AEP®, who becomes Vice President and Senior Wealth Planner. Gentilotti brings more than two decades of specialized experience in trust and estate planning, particularly focusing on tax strategies for high-net-worth individuals. Her expertise is anticipated to enhance Washington Trust's ability to cater to affluent clients, providing them with tailored solutions that address their complex financial needs. Additionally, Valentine Mello, Esq., enters as Vice President and Trust Officer, leveraging his fiduciary management experience and legal background to support the firm’s trust services.
The new team members also include Kyle Messier, who takes on the role of Vice President and Portfolio Manager, and Myra Tucker, who steps in as Vice President and Wealth Advisor. Messier's 18 years in financial services and Tucker’s 23 years in portfolio management are expected to improve investment strategies for both institutional clients and affluent individuals. These strategic hires follow Washington Trust's previous expansion efforts, including the acquisition of Lighthouse Financial Management, an advisory firm with a notable track record in tax and business planning. Collectively, these appointments illustrate Washington Trust's commitment to growing its wealth management offerings and enhancing its overall service delivery.
In addition to these strategic hires, Washington Trust's focus on comprehensive wealth management solutions emphasizes a proactive approach to client engagement. The firm aims to provide exceptional client service by integrating the diverse expertise of its new team members. By continuing to invest in experienced professionals, Washington Trust positions itself to better serve the evolving needs of its clientele in an increasingly complex financial landscape.
With these developments, Washington Trust Bancorp not only strengthens its wealth management division but also reinforces its reputation as a trusted provider of integrated financial services.
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