Washington Trust Wealth Management Expands Team
In a significant move, Washington Trust has announced the addition of five experienced professionals to its wealth management division, emphasizing its commitment to growth and personalized financial services. This expansion is part of a broader strategy aimed at enhancing the customer experience and offering integrated financial solutions tailored to the needs of high-net-worth individuals and families.
New Team Members
1.
Cristina Offenberg, Esq.
-
Position: Vice President, Head of Estate Settlement and Senior Trust Officer
-
Background: Cristina brings over 30 years of legal expertise in estate planning and trust administration. She will lead the estate settlement team at Washington Trust, focusing on complex trust and investment relationships. Her valuable experience promises to significantly strengthen the advisory capabilities of Washington Trust in this crucial area.
2.
Marilyn Gentilotti, Esq., CPA, CFP®, CTFA, AEP®
-
Position: Vice President and Senior Wealth Planner
-
Background: With over two decades of experience, Marilyn is well-versed in trust and estate planning, tax strategy, and investment advisory services. Her track record includes providing sophisticated asset protection and wealth transfer strategies, making her an essential addition to the wealth management team.
3.
Valentine Mello, Esq.
-
Position: Vice President and Trust Officer
-
Background: Valentine joins the team with more than five years of fiduciary management experience and a legal background, including roles as an Assistant District Attorney and public defender. His insights into both the legal and financial aspects of trust management will be invaluable.
4.
Kyle Messier
-
Position: Vice President and Portfolio Manager
-
Background: Kyle, with 18 years of experience in financial services, will oversee investment holdings for institutional and high-net-worth clients. His portfolio management skills and customer-focused approach are expected to enhance client services significantly.
5.
Myra Tucker
-
Position: Vice President and Wealth Advisor
-
Background: Bringing 23 years of experience as a portfolio manager and analyst, Myra is adept at developing customized investment strategies. Her expertise will be crucial in aligning client portfolios with long-term financial goals.
Strategic Investments
These recent hires follow a series of strategic investments within Washington Trust Wealth Management, aimed at enhancing the division's service offerings. Earlier in the year, the bank welcomed three additional professionals to the team, while also acquiring Lighthouse Financial Management, which brings an impressive $190 million in assets under management and a wealth of expertise in tax and business planning.
According to Kathleen Ryan, Executive Vice President and Chief Wealth Management Officer at Washington Trust, “These talented professionals strengthen our ability to provide comprehensive wealth management solutions and exceptional service to our clients. Our strategic investments in wealth management this year highlight our vision for the future—expanding our capabilities and delivering integrated products and services that support clients at every stage of their financial journey.”
About Washington Trust
Founded in 1800, Washington Trust has established itself as the oldest community bank in the nation and the largest state-chartered bank in Rhode Island. Reaching a remarkable 225 years of operation in 2025, the bank has consistently focused on improving the financial lives of the people and businesses it serves across New England.
Washington Trust offers a wide array of services, including commercial and personal banking, mortgage banking, and wealth management, delivered through its offices across Rhode Island, Connecticut, and Massachusetts. Additionally, it is equipped with a full suite of digital tools designed to meet the diverse needs of its clientele.
With these strategic moves and a commitment to excellence, Washington Trust Wealth Management is well-positioned to continue its mission of offering unparalleled financial services.
For more information, visit
Washington Trust and
Washington Trust Wealth Management.