Career history of Joseph Robbat
Former positions of Joseph Robbat
| Companies | Position | Start | End |
|---|---|---|---|
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. | Founder | 2009-07-29 | 2010-03-02 |
| Portfolio Manager-Equities | 2009-08-06 | 2009-08-06 | |
| Treasurer | 2009-08-06 | 2010-03-02 |
Training of Joseph Robbat
| Boston University | Undergraduate Degree |
Statistics
International
| United States | 2 |
| Israel | 2 |
Operational
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Treasurer | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
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