Advisory Board / PETER PHILLIPS
Peter R. Phillips, CFA, CAIA
Chief Investment Officer
Washington Trust Management
As Chief Investment Officer, Peter oversees the dissemination of key investment information across business lines and the investment research function supporting proprietary equity strategies. He serves as chair of both the Equity Strategy and Trade Management and Oversight committees. Peter plays a major role in formulating investment policy and communicates the group’s point of view to the public through quarterly webinars and special regional presentations to accountants, attorneys, and other centers of influence.
Peter joined Washington Trust Wealth Management in 2007 and has over 25 years of equity research and portfolio management experience in both the high-net-worth and institutional settings. Prior to joining Washington Trust, he served as an investment officer at the Amica Mutual Insurance Company for over 10 years.
Peter holds a degree in finance and communications from Syracuse University and earned a M.S. in finance with high distinction from Bentley College. He is both a Chartered Financial Analyst and Chartered Alternative Investment Analyst charter holder.
Peter currently serves on the investment committees of the Rhode Island Foundation, Care New England Health System and the 100 Club of Rhode Island. He is a past president of the CFA Society Providence.