Profil
Mr. Daniel L.
Almeida is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He is a member of the firm’s Investment Team and Investment Policy Committee.
In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives.
Mr. Almeida performs equity security analysis on behalf of clients especially as it relates to concentrated positions, and is a key contributor to the individual fixed income management process from portfolio construction to execution.
Daniel plays a key role in the development of internal and external market-related communications, as well as Ropes Wealth’s asset allocation and manager search and selection efforts.
Prior to joining Ropes Wealth, Mr. Almeida was an Equity Trader for Boston Private Wealth and member of the firm’s Best Execution Committee.
In this role, he was responsible for trading all client accounts invested in the firm’s proprietary equity strategies, while focusing on portfolio drift and specific client requirements.
He began his career at Boston Private Bank & Trust as a client service associate.
He graduated magna cum laude from Johnson & Wales University, where he was a member of the Silver Key Honor Society, with a BS in Business Management and Business Administration.
Aktive Positionen von Daniel Almeida
Unternehmen | Position | Beginn |
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Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Analyst-Equity | - |
Ausbildung von Daniel Almeida
Johnson & Wales University, Inc. | Undergraduate Degree |
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Private Unternehmen | 1 |
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Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Finance |