John B. Mortenson

Vice President and Senior Wealth Advisor

John is responsible for the administration and management of the portfolios of high-net-worth investors, institutional and non-profit clients at Washington Trust Wealth Management. He is also a voting member of the Investment Committee for The Washington Trust Company.

jbmortenson@washtrust.com

Experience

John has more than 26 years of experience in wealth management and investment strategies. Prior to joining Washington Trust, John served as a Regional Investment Executive at U.S. Trust, Bank of America Wealth Management.

Education

John holds a bachelor’s degree from Merrimack College.

Community Involvement

A Rhode Island resident, John is active in his community and is currently a member of the Estate Planning Council of Rhode Island. He is a former member of the Providence Society of Financial Analysts.