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

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

WELLESLEY, Mass.--(BUSINESS WIRE)-- Weston Financialhas announced that Lorraine Chong of Wellesley, MA has been appointed Director of Research. Ms. Chong, who has more than 25 years of experience in investment research and portfolio management, is responsible foroverseeing Weston Financial'sinvestmentand research processes.

Lorraine Chong of Wellesley was recently hired as Director of Research for Weston Financial. (Photo: ...

Lorraine Chong of Wellesley was recently hired as Director of Research for Weston Financial. (Photo: Business Wire)

Ms. Chong spent more than 10 years at Fidelity Investments as a Senior Analyst and Team Leader. She most recently served as a portfolio manager for a local Registered Investment Advisor where she was responsible for model portfolio management, manager research and investment process improvement.


Ms. Chong graduated from the University of British Columbia with a Bachelor of Arts degree. She is a member of the CFA Institute, Boston Security Analysts Society, the Toronto Society of Financial Analysts, the Chartered Alternative Investment Analyst Association and the Market Technicians Association.

Weston Financial, a division of Washington Trust Wealth Management, was founded in 1979 to serve affluent families, high net worth corporate executives, and professionals in managing their financial affairs. Weston's team of wealth managers hold advanced degrees and designations, ranging from JD, MBA, CPA, Masters in Taxation, Chartered Financial Analyst, and Certified Financial Planner. Weston's services includeinvestment management,retirement planning, estate planning, and tax andrisk management. Weston Financial is a division of The Washington Trust Company, the oldest community bank in the nation and is the largest independent bank headquartered in Rhode Island. The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc., NASDAQ Global Select: WASH, a $3.1 billion corporation headquartered in Rhode Island.



Weston Financial
Elizabeth Eckel, 401-348-1309
Senior Vice President, Marketing
ebeckel@washtrust.com

KEYWORDS:   United States  North America  Massachusetts  Rhode Island

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