Michael James Stevens
Trading-Equity chez Ropes Wealth Advisors LLC
Profil
Mr. Michael J.
Stevens is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He is a member of the firm’s Investment Team.
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.
He performs equity security analysis on behalf of clients, and is a key contributor to the trading and analysis of individual equity securities and options, especially as it relates to concentrated client positions.
Mr. Stevens plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort, and is a member of the Investment Policy Committee.
He also oversees all aspects of trading and implementation for the firm, and manages their counterparty brokerage relationships to ensure best execution for their clients.
Prior to joining Ropes Wealth, Mr. Stevens was an investment analyst at Foster Dykema Cabot & Co., Inc. He was responsible for all trading and supported the firm’s research efforts in equity, fixed income, and liquid alternatives.
Prior to that, he was employed by Silver Bridge Capital Management LLC (which was acquired by Banyan Partners LP in 2013 and Boston Private Bank & Trust Company in 2014) as Head Trader and a key contributor to the firm’s investment team, with focus on U.S.
Large Cap equity and liquid alternative investment strategies.
He also served on the Asset Allocation Committee at Silver Bridge Capital Management.
He began his career at Fidelity Investments, within the Pricing and Cash Management Services group, providing operational support and accounting to institutional investment advisers.
Mr. Stevens received his BS in Finance from Syracuse University.
Postes actifs de Michael James Stevens
| Sociétés | Poste | Début |
|---|---|---|
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. | Trading-Equity | - |
Anciens postes connus de Michael James Stevens
| Sociétés | Poste | Fin |
|---|---|---|
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Corporate Officer/Principal | - |
Foster Dykema Cabot & Co., Inc.
 Foster Dykema Cabot & Co., Inc. Investment ManagersFinance Foster Dykema Cabot & Co., Inc. (FDCC) is a wealth management firm headquartered in Boston, Massachusetts and was founded in 1967. FDCC provides private wealth management services to families and individuals, including trusts and estates. They have also provided investment advice to a limited number of pension, profit sharing plans and non-profit entities, as well as corporations and other business entities. | Analyst-Equity | - |
Formation de Michael James Stevens
| Syracuse University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Foster Dykema Cabot & Co., Inc.
Foster Dykema Cabot & Co., Inc. Investment ManagersFinance Foster Dykema Cabot & Co., Inc. (FDCC) is a wealth management firm headquartered in Boston, Massachusetts and was founded in 1967. FDCC provides private wealth management services to families and individuals, including trusts and estates. They have also provided investment advice to a limited number of pension, profit sharing plans and non-profit entities, as well as corporations and other business entities. | Finance |
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 |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |