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Washington Trust Bancorp

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FY2016 Annual Report · Washington Trust Bancorp
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2 0 1 6   A n n u a l   R e p o r t

L e a d e r s h i p

Board of Directors
John J. Bowen, Chancellor, President and Chief Executive Officer,
     Johnson & Wales University
Steven J. Crandall, Vice President, Ashaway Line & Twine Mfg. Co.
Robert A. DiMuccio, CPA, Chairman, President and Chief Executive
     Officer, Amica Mutual Insurance Company
Edward O. Handy III, President and Chief Operating Officer, 
     Washington Trust Bancorp, Inc.
Barry G. Hittner, Esq., Retired Attorney
Katherine W. Hoxsie, CPA, Retired Vice President,
     Hoxsie Buick-Pontiac-GMC Truck, Inc.
Joseph J. MarcAurele, Chairman and Chief Executive Officer, 
     Washington Trust Bancorp, Inc.
Kathleen E. McKeough, Retired Senior Vice President of Human
     Resources, GTECH Holdings Corporation
Victor J. Orsinger II, Esq., Law Office of Victor J. Orsinger II
H. Douglas Randall III, Chief Executive Officer, Randall, Realtors, 
     Kinlin Grover Real Estate, Page Taft Real Estate,
     Pequot Commercial and Kinlin Grover Commercial
Edwin J. Santos, Chairman, Prospect CharterCARE, LLC
John F. Treanor, Retired President and Chief Operating Officer,
     Washington Trust Bancorp, Inc.

Officers of the Corporation
Joseph J. MarcAurele, Chairman and Chief Executive Officer
Edward O. Handy III, President and Chief Operating Officer
David V. Devault, Vice Chair, Secretary and Chief Financial Officer
Mark K. W. Gim, Senior Executive Vice President,
     Wealth Management, and Treasurer
Maria N. Janes, CPA, Executive Vice President and Controller

The Washington Trust Company Directors’ Advisory Council
Alcino G. Almeida 
Gary P. Bennett 
Larry J. Hirsch 
Joseph J. Kirby 
Jacques de Laporte 
Edward M. Mazze 
James W. McCormick Jr. 
Thomas F. Moore 

Brendan P. O’Donnell
Joseph H. Potter
Joyce Olson Resnikoff
Patrick J. Shanahan Jr.
James P. Sullivan
Neil H. Thorp
John C. Warren
William Blunt White

Senior Management of The Washington Trust Company
Joseph J. MarcAurele, Chairman and Chief Executive Officer
Edward O. Handy III, President and Chief Operating Officer
David V. Devault, Vice Chair, Secretary and Chief Financial Officer
Mark K. W. Gim, Senior Executive Vice President,
     Wealth Management, and Treasurer
Kristen L. DiSanto, Executive Vice President, Human Resources
Debra A. Gormley, Executive Vice President, Retail Banking
James M. Hagerty, Executive Vice President and
     Chief Lending Officer
Maria N. Janes, CPA, Executive Vice President and Controller
Mary E. Noons, Executive Vice President, Retail Lending
William K. Wray Sr., Executive Vice President and Chief Risk Officer

Dennis L. Algiere, Senior Vice President, Chief Compliance Officer 
     and Director of Community Affairs
Colleen O. Anderson, Senior Vice President,
     Wealth Management Support Services
Michael T. Clarkin, Senior Vice President and
     Corporate Sales Manager
Joseph M. Confessore, Senior Vice President and Team Leader,
     Commercial Banking
Laura L. Davis, Senior Vice President, Lending Support Services
Elizabeth B. Eckel, Senior Vice President, Marketing
Alfred L. Grant, Senior Vice President, Mortgage Origination
Barbara K. Hart, Senior Vice President, Credit Risk
Robert R. Kent Jr., Senior Vice President and Team Leader,
     Commercial Banking
Charles R. Kineke, Senior Vice President, Chief Technology Officer
Thomas H. Klump, Senior Vice President, Bank Operations
James A. Mignone, Senior Vice President,
     Chief Information Security Officer
C. Scott Ostrowski, Senior Vice President, Internal Audit
Timothy M. Pickering, Senior Vice President,
     Commercial Real Estate Group
Kathleen A. Ryan, Esq., Senior Vice President,
     Client Services and Trust and Estate Services
L. Peter Sheehan, Senior Vice President,
     Wealth Management Investments
Julia Anne M. Slom, Senior Vice President and Team Leader,
     Commercial Real Estate Group
Richard T. Tjader, Senior Vice President and
     Director of Project Management

Weston Financial Group, Inc.
John W. Filoon III, President and Chief Operating Officer
Kerry P. Falco, CPA, Managing Director and
     Senior Financial Counselor
Maria A. Staffiere, Managing Director
Ronald A. Sugameli, Esq., Managing Director and
     Chief Investment Officer
Nicole M. Tremblay, Esq., Senior Vice President and
     Chief Compliance Officer

Halsey Associates, Inc.
James S. Zoldy Jr., President
Kenneth J. Julian, Executive Vice President

As of publication date

 
 
 
 
 
 
 
M e s s a g e   t o   S h a r e h o l d e r s

We are proud to report that Washington Trust posted another 
record performance in 2016; our seventh consecutive year of
increased annual earnings. Once again, it was a collective effort, 
as our experienced management team and our talented 
employees worked together and focused on achieving our 
corporate goals. We were successful in growing our core 
business lines and expanding our local and regional footprint, 
while maintaining a disciplined approach to pricing and expense 
management. All noteworthy accomplishments in a very 
challenging operating environment. 

Our record earnings reflect the strength and diversity of our 
business model, as our ability to generate a consistent stream of 
revenues, from both interest and non-interest income sources, 
has been key to our success over time. In 2016 we achieved solid 
performances from all of our major business lines:

     •  Our mortgage banking area had another great year, as
         mortgage banking revenues were up significantly from the 
         previous year. We had good production from throughout the 
         region and generated a healthy mix of both purchase and 
         refinance loans. In July we opened a mortgage production 
         office in Wellesley, Massachusetts, an affluent suburb
         of Boston. 

     •  Our wealth management division once again proved to be 
         a key contributor to non-interest income, as wealth
         management revenues reached a record level in 2016.     

         Wealth management assets under administration also
         peaked to an all-time high by year-end. We continued to 
         make investments in technology to enhance our client 
         experience and position the division for future growth.  
         We recently relocated our Halsey Associates headquarters
         to take advantage of opportunities and synergies with our
         mortgage banking and commercial lending efforts in
         the New Haven, Connecticut market.

     •  Our commercial lending group had good momentum and 
         consistent growth throughout the year, however, overall 
         growth was masked by heavy pay-offs. We generated quality 
         commercial real estate and commercial and industrial
         loans, which resulted in new cash management and 
         commercial deposit relationships. 

     •  Our retail banking area remains a key part of our
         community banking model and we opened a contemporary 
         branch on the East Side of Providence in 2016 to expand
         our presence in Rhode Island’s capital city. Deposits
         surpassed the $3 billion mark, led by growth in low-cost 
         demand deposits and NOW accounts.

For more than 216 years, Washington Trust has served as a trusted 
advisor for generations of depositors, borrowers and investors. Our 
hallmark has been our five-star customer service. Technology
continues to change our industry, providing new and different 
ways for us to serve our customers. In recent years we have 

1.

2.

M e s s a g e   t o   S h a r e h o l d e r s

enhanced online, mobile, and telephone solutions to make banking 
easier, faster, and more secure for our customers. In 2016 we
introduced several new technology-based customer conveniences,
including EMV chip debit cards, online mortgage applications, 
wealth management portal upgrades, and Touch ID and Quick
Balance mobile banking solutions. Going forward, we expect
technology will bring even more changes to our industry and we
will continue to evaluate and offer those solutions that provide the 
best security, service, and convenience for our customers. 

Washington Trust has a long and successful history and our 2016 
performance once again ranks us among the nation’s top-performing 
mid-sized banks. We are pleased to have provided consistent returns 
and paid a healthy dividend to our shareholders. We appreciate the 
hard work and dedication of our management team and employees 
and thank our shareholders for their continued support and
commitment to our Corporation.

Joseph J. MarcAurele
Chairman and Chief Executive Officer

Edward O. Handy III
President and Chief Operating Officer

3.

4.

8.

7.

6.

5.

F i n a n c i a l   H i g h l i g h t s

Net Income

$40.8

$43.5

$46.5

Cash Dividends
Declared Per Share

$1.36

$1.46

$1.22

Closing Stock Price

$56.05

$40.18

$39.52

2014

2015

2016

2014

2015

2016

2014

2015

2016

In Millions

In Dollars

Year-end; In Dollars

Total Revenues*

Total Loans

Total Deposits

$151.0

$162.3

$175.6

$2.9

$3.0

$3.2

$2.8

$2.9

$3.1

2014

2015

2016

2014

2015

2016

2014

2015

2016

In Millions

Other*
Mortgage Banking Revenue
Wealth Management Revenues
Net Interest Income

Year-end; In Billions

Consumer
Residential
Commercial

Year-end; In Billions

Time Deposits
Money Market & Savings
Demand & NOW

Wealth Management
Assets Under Administration

Mortgage Originations

$5.8

$6.1

$5.1

$700.3

$758.7

$865.3

2014

2015

2016

2014

2015

2016

Year-end; In Billions

Including Brokered Loans as Agent;
In Millions

*Excludes $7.6 million of net gain on sale and pre-sale revenue from merchant processing service business line in 2014.

F i n a n c i a l   H i g h l i g h t s

Note: Font and layout of the information in this file are to be determined by E. Eckel. 

Financial Highlights 

Dollars in thousands, except per share amounts 
Financial Condition 
Total assets 
Total securities 
Total loans 
Allowance for loan losses 
Total deposits 
Total shareholders’ equity 
Book value per share 
Total risk-based capital ratio 
Equity to assets 

Operating Results 
Net interest income 
Provision for loan losses 
Wealth management revenues 
Mortgage banking revenues 
Net income 
Diluted earnings per common share 
Cash dividends declared per share 
Return on average assets 
Return on average equity 
Net interest margin (taxable equivalent basis) 

Asset Quality 
Nonperforming assets to total assets 
Total past due loans to total loans 
Allowance for loan losses to total loans 
Net loan charge-offs to average loans 

2016 

At or for the years ended December 31, 
2014 

2015 

2013 

2012 

$4,381,115 
755,545 
3,234,371 
26,004 
3,063,752 
390,804 
22.76 
12.26% 
8.92% 

$3,771,604 
395,067 
3,013,127 
27,069 
2,934,255 
375,388 
22.06 
12.58% 
9.95% 

$3,586,874 
382,884 
2,859,276 
28,023 
2,754,818 
346,279 
20.68 
12.56% 
9.65% 

$3,188,867 
422,808 
2,462,884 
27,886 
2,505,321 
329,646 
19.84 
13.29% 
10.34% 

$3,071,884 
415,879 
2,294,003 
30,873 
2,312,631 
295,652 
18.05 
13.26% 
9.62% 

$110,478 
5,650 
37,569 
13,183 
46,481 
2.70 
1.46 
1.16% 
11.96% 
3.02% 

$103,982 
1,050 
35,416 
9,901 
43,465 
2.54 
1.36 
1.19% 
12.00% 
3.12% 

$99,505 
1,850 
33,378 
7,152 
40,824 
2.41 
1.22 
1.23% 
11.87% 
3.28% 

$91,785 
2,400 
31,825 
13,293 
36,153 
2.16 
1.03 
1.17% 
11.65% 
3.28% 

$90,696 
2,700 
29,641 
14,148 
35,074 
2.13 
0.94 
1.16% 
11.97% 
3.29% 

0.53% 
0.76% 
0.80% 
0.21% 

0.58% 
0.58% 
0.90% 
0.07% 

0.48% 
0.63% 
0.98% 
0.07% 

0.62% 
0.89% 
1.13% 
0.23% 

0.83% 
1.22% 
1.35% 
0.07% 

Stock Transfer and Dividend Disbursing Agent: 
American Stock Transfer & Trust Company, 6201 15th Avenue, Brooklyn, NY 11219, 800-852-0354, www.amstock.com

The Corporation’s 2017 Proxy Statement, Form 10-K and Annual Report for 2016 are available
online by visiting the Corporation’s website www.washtrustbancorp.com/proxy,
by calling the Corporation’s toll-free number 800-475-2265 extension 1566,
or by email at investor.relations@washtrust.com.

Auditors:  KPMG, LLP, Providence, Rhode Island
Counsel:  Goodwin Procter LLP, Boston, Massachusetts

This report contains certain statements that may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Secu-
rities Exchange Act of 1934, as amended.  Actual results, performance or achievements of Washington Trust may differ materially from those discussed in these forward-looking statements, as a result of, 
among other factors, the factors described under the caption “Risk Factors” in Item 1A of our Annual Report on Form 10-K for the fiscal year ended December 31, 2016, as filed with the Securities and 
Exchange Commission and updated by our Quarterly Reports on Form 10-Q.  You should carefully review all of these factors, and you should be aware that there may be other factors that could cause 
these differences.  These forward-looking statements were based on information, plans and estimates at the date of this report, and Washington Trust assumes no obligation to update forward looking 
statements to reflect changes in underlying assumptions or factors, new information, future events or other changes.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
L o c a t i o n s

Branch Offices

HEADQUARTERS
23 Broad Street
Westerly, RI 02891
401-348-1200

BLOCK ISLAND, RI
Block Island Office
Ocean Avenue
Block Island, RI 02807
401-466-7710

CHARLESTOWN, RI
Charlestown Office
4137 Old Post Road
Charlestown, RI 02813
401-364-4000

COVENTRY, RI
Coventry Office
Opening 2017
732 Tiogue Avenue
Coventry, RI 02816

CRANSTON, RI
Oaklawn Avenue Office
1203 Oaklawn Avenue
Cranston, RI 02920
401-732-0049

Plainfield Pike Office
2174 Plainfield Pike
Cranston, RI 02921
401-383-8223

Reservoir Avenue Office
645 Reservoir Avenue
Cranston, RI 02910
401-946-1004

EAST PROVIDENCE, RI
East Providence Office
587 Taunton Avenue
East Providence, RI 02914
401-383-8800

Rumford Office
330 Newport Avenue
Rumford, RI 02916
401-228-6555

JOHNSTON, RI
Johnston Office
1383 Atwood Avenue
Johnston, RI 02919
401-654-4837

NARRAGANSETT, RI
Bonnet Shores Office
885 Boston Neck Road
Narragansett, RI 02882
401-782-4800

Sweet Meadows Office
20 Point Judith Road
Narragansett, RI 02882
401-782-1000

NORTH KINGSTOWN, RI
North Kingstown Office
7625 Post Road
North Kingstown, RI 02852
401-295-4700

PROVIDENCE, RI
East Side Office
229 Waterman Street
Providence, RI 02906
401-443-2800

Providence Office
156 Westminster Street
Providence, RI 02903
401-421-3600

RICHMOND, RI
Richmond Office
1200 Main Street
Wyoming, RI 02898
401-539-2427

SOUTH KINGSTOWN, RI
Wakefield Office
730 Kingstown Road
Wakefield, RI 02879
401-782-4200

WARWICK, RI
Centerville Road Office
236 Centerville Road
Warwick, RI 02886
401-739-2353

Governor Francis Office
1473 Warwick Avenue
Warwick, RI 02888
401-921-2500

WESTERLY, RI
Main Office
23 Broad Street
Westerly, RI 02891
401-348-1200

Franklin Street Office
126 Franklin Street
Westerly, RI 02891
401-348-1367

McQuade’s Marketplace
106 Main Street
Westerly, RI 02891
401-348-1201

Wealth Management Offices

PROVIDENCE, RI
10 Weybosset Street, Suite 200
Providence, RI 02903
401-654-4801

NARRAGANSETT, RI
20 Point Judith Road
Narragansett, RI 02882
401-782-1000

WESTERLY, RI
23 Broad Street
Westerly, RI 02891
401-348-1238

WELLESLEY, MA
Weston Financial Group
Wellesley Office Park
100 William Street, Suite 200
Wellesley, MA 02481
781-235-7055

NEW HAVEN, CT
Halsey Associates
One Century Tower
265 Church Street, Suite 1006
New Haven, CT 06510
203-772-0740

Customer Solutions Center

RI: 401-348-1200
CT: 860-443-1508
Toll-free: 800-475-2265

Websites

www.washtrustbancorp.com
www.washtrust.com
www.washtrustmortgage.com
www.washtrustwealth.com
www.westonfinancial.net
www.halseyassociates.com

Ticker Symbol

NASDAQ: WASH

MYSTIC, CT
McQuade’s Marketplace
14 Clara Drive
Mystic, CT 06355
860-572-2058

Commercial Banking Offices

PROVIDENCE, RI
10 Weybosset Street, Suite 100
Providence, RI 02903
401-331-5090

WARWICK, RI
236 Centerville Road
Warwick, RI 02886
401-739-2353

WESTERLY, RI
23 Broad Street
Westerly, RI 02891
401-348-1200

Mortgage Offices

WARWICK, RI
171 Service Avenue
Warwick, RI 02886
401-681-4224

DARIEN, CT
1025 Boston Post Road
Darien, CT 06820
203-309-5571

GLASTONBURY, CT*
180 Glastonbury Boulevard, Suite 107
Glastonbury, CT 06033
860-430-9900

BRAINTREE, MA*
25 Braintree Hill Office Park, Suite 309
Braintree, MA 02184
781-428-7970

BURLINGTON, MA*
25 Mall Road, Suite 408
Burlington, MA 01803
781-229-2004

SHARON, MA*
One Merchant Street, Suite 102
Sharon, MA 02067
781-784-3089

WELLESLEY, MA*
62 Walnut Street, Suite 102
Wellesley, MA 02481
781-489-3175

*Operating as Washington Trust Mortgage Company

Parent Company of The Washington Trust Company

The Corporation has an Affirmative Action Plan and is an Equal Opportunity Employer.
Washington Trust is also a member of the FDIC and an Equal Housing Lender

1. Our Annual Peanut Butter Drive helps feed local families in need; collecting almost 120 tons of peanut butter over the past 16 years.  2. Our mortgage 
team helps homeowners, from throughout the southern New England region, secure home financing.  3. Our employees serve as “trusted advisors,” offering         
important information on financial matters and topics of interest.  4. Networking and business development activities enable us to develop relationships with 
new clients and key centers of influence.  5. We are recognized as one of Rhode Island’s “Best Places to Work,” earning the Providence Business News award 
for the sixth consecutive year.  6. Our annual Community Shred-it Day is an important fraud protection event, offering a safe and free method to dispose of 
confidential information.  7. Our commercial lending team provides millions of dollars in financing to businesses throughout our market area.  8. Members of 
executive management serve in a leadership capacity for major organizations and groups within our region and the industry.