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20 William St Suite 135, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-20 |
| CT | RA | APPROVED | 2025-12-12 |
| RI | RA | APPROVED | 2025-12-12 |
Branch Locations
20 William St Suite 135, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington Trust Advisors | Wellesley | MA | 11/2025 | Present |
| Fispoke Inc. | Wellesley | MA | 04/2023 | 09/2025 |
| Unemployed | Wellesley | NY | 01/2018 | 03/2023 |
| Fidelity Investments | Boston | MA | 08/1994 | 12/2017 |
Fispoke Inc. Partial Owner Fispoke is a software company with no investment component. Address: Fispoke Inc., 1 Grove Street, Wellesley, MA 02482 Currently, I am a minority shareholder of Fispoke Inc. shares and spend 0 (zero) hours on the company Wellesley Scholarship Foundation Board Trustee and Investment Committee Member This is a 501(c)(3) organization Address: PO Box 81207, Wellesley, MA 02481 Start date, Nature of business, Titles, and Position: I started on 7/1/2023. My title is "Board Trustee and Investment Committee Member" as I attend both general meetings of the organization as well as Investment Committee meetings where we evaluate the endowment's investment performance, review and revise the Investment Policy Statement, and recommend asset allocation and charitable distributions. All time spent is outside of securities trading hours.
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