JP Powers

JP Powers

Chief Investment Officer bei Ropes Wealth Advisors LLC

64 Jahre
Finance
Consumer Services

Profil

Mr. Joseph E.
Powers, III, is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He is responsible for overseeing and implementing Ropes Wealth’s overall investment strategy.
In this role, he leads the Investment Team in making asset allocation decisions and directing investment and manager selection on behalf of all clients.
He also works directly with clients apprising them of global economic and market activity and its implications on their specific and customized investment strategies.
He leverages his analytical abilities to drive key elements of Ropes Wealth’s investment technology platform, including researching and implementing new systems and software in an effort to continually improve the efficiency of the investment trading platform and enhance the client experience of Ropes Wealth’s performance reporting.
Prior to joining Ropes Wealth, Mr. Powers was the Director of Fixed Income for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013.
As Director of Fixed Income, he focused on fixed income portfolio construction, research and trading in both the taxable and tax-exempt fixed income sectors.
In addition, he supported the company’s equity research efforts as an analyst for the technology, telecommunications and consumer staples sectors.
Prior to joining Silver Bridge Advisors, he worked in State Street Corporation’s mutual fund department.
Mr. Powers received his BS in Business Administration from the University of New Hampshire.
He is a member of the Boston Security Analysts Society.

Aktive Positionen von JP Powers

UnternehmenPositionBeginn
Chief Investment Officer -
Alle aktiven Positionen von JP Powers

Ehemalige bekannte Positionen von JP Powers

UnternehmenPositionEnde
Analyst-Equity 31.12.2012
Analyst-Festverzinsliche Wertpapiere 01.12.2014
STATE STREET CORPORATION Corporate Officer/Principal -
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Ausbildung von JP Powers

University of New Hampshire Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Beziehungen

54

Beziehungen ersten Grades

5

Unternehmen ersten Grades

Herr

Frau

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Unternehmensverbindungen

Börsennotierte Unternehmen1
STATE STREET CORPORATION

Finance

Private Unternehmen3

Finance

Finance

Finance

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