Patricia A. Carlson
Senior Vice President, Wealth Department Manager
Patricia joined the team in 2000, having some 40 years of diversified financial experience, with over 20 years concentrating in the investment area. Aside from managing the administration, operational, and investment functions of the division today, Patricia serves as senior administrative officer for trust, agency, IRA, and employee benefit accounts. She has worked with generations of families throughout Connecticut, meeting their trust and financial needs. Pat maintains extensive experience managing and administering personal investment accounts, as well as trusts for charitable foundations and not-for-profit institutions.
