WELLESLEY, Mass.--(BUSINESS WIRE)--Weston Financial has announced that Lorraine Chong of Wellesley, MA has been appointed Director of Research. Ms. Chong, who has more than 25 years of experience in investment research and portfolio management, is responsible for overseeing Weston Financial’s investment and research processes.
Ms. Chong spent more than 10 years at Fidelity Investments as a Senior Analyst and Team Leader. She most recently served as a portfolio manager for a local Registered Investment Advisor where she was responsible for model portfolio management, manager research and investment process improvement.
Ms. Chong graduated from the University of British Columbia with a Bachelor of Arts degree. She is a member of the CFA Institute, Boston Security Analysts Society, the Toronto Society of Financial Analysts, the Chartered Alternative Investment Analyst Association and the Market Technicians Association.
Weston Financial, a division of Washington Trust Wealth Management, was founded in 1979 to serve affluent families, high net worth corporate executives, and professionals in managing their financial affairs. Weston’s team of wealth managers hold advanced degrees and designations, ranging from JD, MBA, CPA, Masters in Taxation, Chartered Financial Analyst, and Certified Financial Planner. Weston’s services include investment management, retirement planning, estate planning, and tax and risk management. Weston Financial is a division of The Washington Trust Company, the oldest community bank in the nation and is the largest independent bank headquartered in Rhode Island. The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc., NASDAQ Global Select: WASH, a $3.1 billion corporation headquartered in Rhode Island.