![Jack W. Morefield](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jack W.
Morefield is an Investment Operations Specialist at Ropes Wealth Advisors LLC.
In his role, he processes all types of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading sytems.
He also provides support to the Portfolio Managers by administering investment-related technology.
Working with the Portfolio Trading Senior Officer, he coordinates and monitors the trading and timely settlement of the transactions of separate account managers and external investment advisers that Ropes Wealth or its clients have engaged.
Prior to Ropes Wealth, Mr. Morefield was a Portfolio Trader with Ropes & Gray since 2001, and provided notable leadership in software solutions and technology.
Postes actifs de Jack W. Morefield
| Sociétés | Poste | Début |
|---|---|---|
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance RWA’s investment approach is based on the belief that asset allocation is the single largest driver of long-term investment returns. The firm employs an open architecture investment platform, which provides investment exposure to a full range of asset classes via mutual funds, exchange traded funds (ETFs) and separate accounts managed by unaffiliated third parties. They utilize both active and index-oriented investment vehicles, depending on its judgment of the efficiency of an asset class. | Trading-Equity | - |
Anciens postes connus de Jack W. Morefield
| Sociétés | Poste | Fin |
|---|---|---|
Ropes & Gray LLP (Private Client Group)
 Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada. | Finance |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance RWA’s investment approach is based on the belief that asset allocation is the single largest driver of long-term investment returns. The firm employs an open architecture investment platform, which provides investment exposure to a full range of asset classes via mutual funds, exchange traded funds (ETFs) and separate accounts managed by unaffiliated third parties. They utilize both active and index-oriented investment vehicles, depending on its judgment of the efficiency of an asset class. | Finance |
