WESTONFINANCIAL

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Weston Financial Hires Lorraine Chong, CFA, CAIA as Director of Research

Weston Financial Hires Lorraine Chong, CFA, CAIA as Director of Research WELLESLEY, Mass.--(BUSINESS WIRE)-- Weston Financial has announced that Lorraine Chong of Wellesley, MA has been appointed Director of Research. Ms. Chong, who has more than 25 years ...

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The Motley Fool
May 16, 2013
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Fidelity Exec Joins Washington Trust Wealth Management’s Wellesley Office

Robert B. Norberg, Vice President & Business Development Officer Weston Financial Group A Division of Washington Trust Wealth Management (Photo: Business Wire) Norberg has extensive industry experience and has been a featured speaker and panelist at ...

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Reuters
October 9, 2013
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Fidelity Exec Joins Washington Trust Wealth Management’s Wellesley Office

WESTERLY, R.I.--(BUSINESS WIRE)--Washington Trust Wealth Management announced that Robert B. Norberg of Winchester, MA has joined Weston Financial, its Wellesley, MA division, as Vice President & Business Development Officer. Norberg will oversee Weston ...

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Business Wire
October 9, 2013
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Company Overview of Weston Financial Group, Inc.

Weston Financial Group, Inc. doing business as Weston Financial is a privately owned investment manager. The firm also provides strategic planning, retirement planning, estate planning, philanthropic planning, and tax and risk management services.

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Bloomberg
June 26, 2015
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New mutual fund aims for hedgelike returns Weston Financial uses fund-of-funds approach to mimic popular hedging strategies

The objective of the New Century Alternative Strategies Fund (NCHPX) is to generate hedge-fund-like returns without all the messy details in-volved in investing in actual hedge funds. This is something that managers of registered mutual funds have been ...

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Investment News
March 16, 2008
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Weston financial report extolled

Weston — For the eighth consecutive year, the city's financial report has gotten a national "nod of excellence." Weston recently received the Certificate of Achievement for Excellence in Financial Reporting from the nonprofit Government Finance Officers ...

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SunSentinel
November 14, 2006
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Advisers struck off and found guilty of deceit by FCA

According to an enforcement notice from the City watchdog, Gary Hexley and John Cooper, former directors of Weston Financial Services in Sutton Coldfield, were convicted at Birmingham Crown Court on 23 October. After an FCA ban in June 2011, Hexley carried ...

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FT Adviser
October 30, 2013
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Washington Trust plans to acquire New Haven-based Halsey Associates

Terms of Washington Trust Bancorp’s acquisition of Halsey Associates were not released ... of Rhode Island to purchase a financial advisory firm. The bank bought Weston Financial Group, in Wellesley, Massachusetts, in 2005. Washington Trust also has ...

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New Haven Register
June 2, 2015
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Wash. Trust honors 3 for job, community work

Sharon Arruda, vice president and underwriting manager; Will LeFavor, associate counsel at one of the bank’s wealth management units, Weston Financial Group; and Keith Lavimodiere, vice president and a branch manager, were recognized at Washington Trust ...

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Providence Business News
April 5, 2011
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Smartleaf signs Washington Trust Wealth Management

Washington Trust Wealth Management today announced that it has selected Smartleaf to provide overlay technology for use across its three investment management divisions; Weston Financial Group, Washington Trust Investors, and 1800 Asset Management.

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Finextra
November 11, 2008
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A Bank You Can Trust (To Pay Dividends): Washington Trust Bancorp

In 2005, Washington Trust acquired Weston Financial Group. This became the wealth management business within the bank. Assets have grown from $1.2 billion to just over $4 billion. Revenues from fees for administration now make up 19% of total bank revenues.

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Seeking Alpha
April 15, 2013
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Washington Trust honors civic-minded employees

The Westerly-based bank, whose service area includes portions of southeastern Connecticut, said it has honored Vice President and Underwriting Manager Sharon Arruda of Westerly, Weston Financial Group Associate Counselor Will LeFavor of Mansfield ...

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theday.com
March 22, 2011
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Two ex-advisers jailed over unauthorised investment advice

Gary Hexley and John Cooper, former directors of West Midlands-based financial services firm Weston Financial Services, were convicted last month of giving investment advice without authorisation and concealing information from their clients in a ...

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Money Marketing
November 20, 2013
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David Harris

David Harris is a Senior Investment Director for Fixed Income ... Prior to Schroders in 1992, Harris was with Irwin Management Company, Weston Financial Group, and State Street Bank & Trust, responsible for fixed income investments, venture capital and ...

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The Street
February 3, 2015
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This New Year, Help HNW Clients Plan Ahead with Tax-Optimized Trusts

Jefferson National discussed tax-optimizing trusts with Drew J. Bottaro, Esq., CFP ®, Vice President and Senior Financial Counselor at Weston Financial. A graduate of MIT and Boston University School of Law, who has taught estate planning at the graduate ...

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Wealth Management
December 2, 2014
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