Washington Trust Bancorp Boosts Wealth Management with Strategic Key Hires

Washington Trust Enhances Wealth Management Division with Key Hires

Washington Trust Bancorp reinforces its commitment to providing personalized financial services with the recent addition of five seasoned professionals to its wealth management division. This strategic move aims to enhance the firm's capacity to deliver integrated wealth solutions tailored to high-net-worth clients. The new hires, who collectively bring decades of expertise in various facets of wealth management, are poised to elevate the firm's service offerings and strengthen client relationships.

Cristina Offenberg, Esq., steps into the role of Vice President and Head of Estate Settlement, leveraging over 30 years of legal expertise in estate planning and trust administration. Her extensive background equips Washington Trust with the knowledge to navigate complex estate issues, ensuring that clients receive comprehensive support throughout the estate settlement process. Marilyn Gentilotti, Esq., CPA, CFP®, CTFA, AEP®, also joins as Vice President and Senior Wealth Planner, bringing over 20 years of experience focused on tax strategies specifically for high-net-worth individuals. Her insight will be invaluable as the firm seeks to optimize tax efficiency for its clientele.

In addition to Offenberg and Gentilotti, Washington Trust welcomes Valentine Mello, Esq., as Vice President and Trust Officer, who offers fiduciary management experience gained from his legal background in Massachusetts. Kyle Messier, with 18 years in financial services, joins as Vice President and Portfolio Manager, where he will oversee investments for institutional clients and affluent individuals. Lastly, Myra Tucker, also a Vice President and Wealth Advisor, brings a strong focus on tailored investment strategies from her 23 years in portfolio management. Together, this team embodies Washington Trust’s vision of providing comprehensive wealth management solutions, reinforcing the company’s ongoing investment in growth within this critical sector.

These recent appointments follow Washington Trust's earlier expansion efforts, which included the addition of three professionals and the acquisition of Lighthouse Financial Management, an advisory firm with approximately $190 million in assets. This acquisition is notable for its expertise in tax and business planning, further solidifying Washington Trust's position as a leader in wealth management. The strategic focus on expanding the wealth management division reflects the company's dedication to enhancing client service and meeting the evolving needs of their clientele.

As Washington Trust continues to invest in its wealth management capabilities, the firm aims to position itself as a trusted partner for clients seeking comprehensive financial solutions. The recent hires signify a strong commitment to delivering exceptional service and innovative strategies tailored to the unique financial landscapes of high-net-worth individuals and families.