Daniel Almeida

Analyst-Equity bei Ropes Wealth Advisors LLC

Finance

Consumer Services

Aktive Positionen von Daniel Almeida

Unternehmen	Position	Beginn	Ende
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	-	-
	Mitglied des Investmentausschusses	-	-
	Portfolio Manager-Aktien	-	-

Johnson & Wales University, Inc.

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Analyst-Equity	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
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

Private Unternehmen

Finance