William James Walsh
Gestor de Cartera-Acciones en Eastern Bank (Investment Management) .
Perfil
Mr. William J.
Walsh is a Director of Wealth Management at Eastern Bank Corp.
He is responsible for overseeing a group of experienced professionals committed to providing trust and estate management, investment management, and financial planning to individuals and organizations throughout eastern Massachusetts.
A seasoned leader and wealth management professional, he has more than 25 years of experience in financial services.
Prior to joining Eastern Bank in 2012, Mr. Walsh served as a Director and Planning Officer at Weston Financial Group, a wealth management firm in Wellesley.
Additionally, from 2001 – 2009, he served as a Senior Vice President, City Executive and Market Leader at Bank of America/US Trust in Boston, where he managed a team of 14 private client advisors and managers dedicated to serving high-net-worth clients.
Mr. Walsh is a Certified Financial Planner practitioner and serves as an adjunct professor at Boston University.
He earned his Bachelor of Science degree in Business Administration from Salem State College.
He also holds a diploma in Financial Planning from Boston University.
Cargos activos de William James Walsh
Empresas | Cargo | Inicio |
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Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Gestor de Cartera-Acciones | 01/01/2012 |
Antiguos cargos conocidos de William James Walsh.
Empresas | Cargo | Fin |
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Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Corporate Officer/Principal | 30/06/2011 |
US Trust | Corporate Officer/Principal | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Salem State University | Corporate Officer/Principal | 28/04/2011 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Empresas privadas | 3 |
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Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
US Trust | Finance |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
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