Because we do not own or market proprietary products, we can deliver unbiased advice in helping you build a personalized, goal-based portfolio.
At Webster Bank we provide a comprehensive and personalized approach to building your portfolio, including the following six stages:
At Webster Bank we customize portfolios to each individual's needs and goals. We deliver the unparalleled level of service that our customers deserve as they rely on our expertise to navigate the complexities of managing wealth.
“As Director of Portfolio Management for Webster Private Bank, I create and manage customized investment portfolios for high net worth and institutional clients. I have over 25 years' experience serving the investment management, planning and fiduciary needs of a wide range of clients.”