Profil
Mr. James S.
Zoldy is a President at Halsey Associates, Inc. His responsibilities include portfolio management, investment research and assistance in new business initiatives as well as oversight of the firm’s operations.
He is a trustee of the Watertown Foundation.
He is also a director of Easter Seal Rehabilitation Center of Greater Waterbury.
Mr. Zoldy joined Halsey Associates after serving various positions in the Trust Department and Corporate Finance division of Chase Manhattan Bank of Connecticut and its predecessor Citytrust Bancorp.
He was past President of the Watertown Foundation.
He was also past board Chairman of Easter Seal Rehabilitation Center of Greater Waterbury, a Director of Access Rehab Centers and treasurer of his church.
He received a B.S.
in Finance from the University of Connecticut and is a CFA chartholder.
Anciens postes connus de Jim Zoldy
| Sociétés | Poste | Fin |
|---|---|---|
Halsey Associates, Inc.
 Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Président | - |
Formation de Jim Zoldy
| University of Connecticut | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Femme
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| Entreprise privées | 1 |
|---|---|
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Finance |
