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    Joan Caine, CFA

    Saint Helena Island, South Carolina

    Vice President, Sr. Portfolio Manager

    Washington Trust Investors

    Experienced investment management professional with over 20+ years of experience. Managed institutional and high net worth portfolios and relationships with a combined market value of $300 million.

    Specialties

    Investments

    Where I've Worked
    W

    Jun 2010 – Feb 2020

    Vice President, Sr. Portfolio Manager

    Washington Trust Investors
    I

    Sep 1999 – Jan 2007

    Chief Investment Officer

    Investments & Finance Division

    Oct 1995 – Sep 1998

    Manager, Credit Research

    ICMA Retirement Corporation

    May 1990 – Sep 1995

    Senior Research Analyst

    N

    Feb 1990 – May 1990

    Senior Analyst

    National Association of Securities Dealers

    May 1987 – Jan 1990

    Financial Analyst

    Sep 1986 – May 1987

    Commercial Lending Representative

    Fleet National Bank

    Jun 1985 – Sep 1986

    Credit Analyst, Loan Officer Development Program

    Sep 1999 – Jan 2007

    Chief Investment Officer

    Where I've Studied

    Masters, Finance

    Loyola College

    Doctorate, B.S., Finance

    Boston College

    Masters, CFA Charterholder

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    People I've Reported To

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    Washington Trust Investors

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