HALSEY ASSOCIATES INC

Asset Manager

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SEC accuses Middlebury man of misleading investors

Pelosi, 46, of Middlebury, a former vice president and portfolio manager for Halsey Associates Inc., a registered investment advisory firm based in New Haven.

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American-Republican
January 15, 2011
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Washington Trust Announces Agreement to Acquire Halsey Associates, Inc., No Terms

Washington Trust Bancorp, Inc. (Nasdaq: WASH), parent company of The Washington Trust Company, today announced the signing of a definitive agreement to acquire Halsey Associates, Inc. ("Halsey"), a leading SEC-registered investment advisory firm located in ...

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Yahoo Finance
June 2, 2015
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Washington Trust Announces Agreement to Acquire Halsey Associates, Inc.

WESTERLY, R.I., June 2, 2015 (GLOBE NEWSWIRE) -- Washington Trust Bancorp, Inc. (Nasdaq:WASH), parent company of The Washington Trust Company, today announced the signing of a definitive agreement to acquire Halsey Associates, Inc. ("Halsey"), a leading ...

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Stockhouse
June 2, 2015
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Washington Trust Completes Wealth Management Acquisition

Westerly, Rhode Island...Washington Trust Bancorp, Inc. (Nasdaq: WASH), parent of The Washington Trust Company, today announced the completion of its acquisition of Halsey Associates, Inc. ("Halsey"), a New Haven, Connecticut-based registered investment ...

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The Wall Street Transcript
August 6, 2015
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WashTrust completes Halsey Associates purchase

WESTERLY – Washington Trust Bancorp Inc., parent of Washington Trust Co., paid $7.1 million to complete the acquisition of Halsey Associates Inc., increasing the bank’s wealth management assets by 15 percent. The company announced the finalized ...

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Providence Business News
August 6, 2015
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Washington Trust looking for rebound in 4th quarter

30, $3.68 billion in assets, and $2.84 billion in deposits. With its $10 million acquisition of Halsey Associates Inc., New Haven, on Aug. 1, the company’s wealth management assets under administration grew to $5.7 billion as of Sept. 30, compared with $ ...

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Westerly Sun
October 25, 2015
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Washington Bancorp : Trust Reports Third Quarter 2015 Earnings

While total wealth management revenues were essentially unchanged, included in these results were $662 thousand of revenues generated by Halsey since the August 1 acquisition date. Overall wealth management revenues were affected by equity market declines ...

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4 Traders
October 25, 2015
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Washington Trust to buy established Connecticut investment firm

Halsey Associates was founded in 1967 by the late Ralph W. Halsey Jr., formerly chief investment officer at the Yale University Endowment Fund. Halsey, who died in 2004 at Lawrence + Memorial Hospital, lived in Noank and was the village's harbormaster ...

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theday.com
June 2, 2015
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Washington Trust Announces Agreement to Acquire Halsey Associates, Inc.

June 02, 2015 16:24 ET | Source: Washington Trust Bancorp, Inc. WESTERLY, R.I., June 2, 2015 (GLOBE NEWSWIRE) -- Washington Trust Bancorp, Inc. (Nasdaq:WASH), parent company of The Washington Trust Company, today announced the signing of a definitive ...

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GlobeNewswire
February 5, 2015
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Investment scandal prompts anti-securities fraud bill

He misled his clients by sending to them statements showing false gains. Thomas Beirne III, a certified public accountant and vice president of Halsey Associates Inc. in New Haven, said his firm does not participate in alternative investments, such as ...

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New Haven Register
March 12, 2009
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Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management

It provides services through its offices in Rhode Island (Providence, Westerly, and Narragansett) and through its registered investment advisers, Weston Financial Group, Inc. in Wellesley, Massachusetts and Halsey Associates, Inc. in New Haven, Connecticut.

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IT Business Net
November 12, 2015
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