Washington Trust Expands Wealth Management Team in Providence, Rhode Island and Wellesley, Massachusetts
Washington Trust is pleased to announce the expansion of its Wealth Management team in Rhode Island and Massachusetts, with Kimberly McCarthy, Esq. (LLM’02), Howard Cowan, CFP®, Daniel LeBeau, Eileen Straughn, and Suzanne Vargas, CTFA, joining the Rhode Island offices of Washington Trust Wealth Management and Nicholas Rossi, APMA®, CRPC®, joining the Wellesley, MA office of Washington Trust Wealth Management through Weston Financial Group.
Kimberly I. McCarthy, Esq. is Vice President, Chief Wealth Management Tax & Benefits Officer for Washington Trust Wealth Management, and leads the tax, ERISA, and employee benefits compliance efforts for the division. She joins Washington Trust with nearly 25 years of experience in employee benefits, tax, nonprofit, and regulatory compliance, most recently spending 20 years at Partridge Snow & Hahn, where she had been a partner at the firm since January 2000, and had created and led the firm’s ERISA, Employee Benefit, Nonprofit, and Tax practice groups. McCarthy was a member of the inaugural class of the Providence Business News 40 under 40, and was named Tax Attorney of the Year for 2018 by Best Lawyers. She holds a bachelor’s degree from Brown University (magna cum laude), a J.D. from Boston College Law School (magna cum laude), and her L.L.M. in taxation from Boston University Law School. McCarthy is involved with many nonprofit and community organizations, including as a director and past Chairman of Children’s Friend & Service, a Trustee for the Cumberland Public Library, and Chairman of the Parish Council for St. John Vianney Parish. She works out of the Providence, RI office of Washington Trust Wealth Management, and lives in Cumberland, RI.