Halsey Associates Promotes Peter Secrist to Senior Vice President and Senior Portfolio Manager
February 25, 2020
New Haven, CT – February 25, 2020 - Halsey Associates has announced that Peter J. Secrist of Fairfield, CT has been appointed to Senior Vice President and Senior Portfolio Manager. Secrist, who joined the company in March of 2019, has more than 25 years of experience in portfolio management and client service. He is responsible for advising and overseeing the construction, management, and monitoring of client investments, and is involved with investment research and new business initiatives at Halsey.
Secrist’s previous role was at Northern Trust, where he was Senior Vice President and Senior Portfolio Manager for more than eight years. He graduated with a bachelor’s degree from St. Lawrence University and holds a Master of Business Administration degree in Finance and Investments from the Leeds School of Business at the University of Colorado at Boulder. Secrist is active in his community and resides in Fairfield with his wife and three children.
Halsey Associates, a division of Washington Trust Wealth Management, is an SEC-registered investment adviser headquartered in New Haven, Connecticut. Founded in 1967, Halsey Associates has approximately $946 million in assets under administration.
ABOUT WASHINGTON TRUST WEALTH MANAGEMENT
Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century. Washington Trust Wealth Management has more than $6.2 billion in assets under administration as of 01/31/20. It provides services through its offices in Rhode Island (Providence, Westerly, and Narragansett), New Haven, Connecticut, and through its registered investment adviser, Weston Financial Group, Inc. in Wellesley, Massachusetts.