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James S. Zoldy, Jr., CFA®

President, Halsey Associates, Inc.
Leadership Team, Halsey Associates

203-772-0740
|

ROLE

Jim's responsibilities include portfolio management, investment research and assistance in new business initiatives as well as oversight of the firm’s operations.

EXPERIENCE

Jim joined Halsey in 1993 after various positions in the Trust Department and Corporate Finance division of Chase Manhattan Bank of Connecticut and its predecessor Citytrust Bancorp.

EDUCATION

Jim received a B.S. in Finance from the University of Connecticut and is a CFA® chartholder.

COMMUNITY INVOLVEMENT

Jim is a trustee and past president of the Watertown Foundation; a director and past board chairman of Easter Seal Rehabilitation Center of Greater Waterbury; a director of Access Rehab Centers; and treasurer of his church.

Form ADV Part 2B Brochure Supplement [PDF]

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency