Postes actifs de Daniel Almeida
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - | - |
| Membre du Comité d'Investissement | - | - | |
| Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Daniel Almeida
Formation de Daniel Almeida
| Johnson & Wales University, Inc. | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Consumer Services | 2 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
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