James J. Danna
Portfolio Trading Senior Officer
James (“Jim”) Danna serves as a Portfolio Trading Senior Officer for Ropes Wealth. In his role, he is responsible for the creation, execution, and oversight of client investment portfolios in conjunction with the Portfolio Managers, preparing and inputting trades with brokers and custodians. Working closely with the Client Officers and Portfolio Managers, Jim plays a critical role in managing cash flows for the clients of Ropes Wealth. He also coordinates and monitors the trading and implementation process of the separate account managers that Ropes Wealth has engaged. Jim is a member of the firm’s Investment Team and the Investment Policy Committee, contributing key reporting elements for Investment Policy Committee.
Prior to Ropes Wealth, Jim was with Ropes & Gray since October 1990, spending the first decade of his tenure in the firm’s Finance Department, where he held the positions of Billing Clerk, Senior Billing Clerk, Staff Accountant, and Senior Accounting Representative. He joined the Private Client Group in 2001 where he held positions of Control Specialist and Trust Distributions Specialist before becoming one of the firm’s Portfolio Traders in 2009.
Jim earned a BS in Business Administration from Stonehill College in 1990. A long-time resident of Norwood, Jim enjoys spending time with family and friends, and is well known around the office as our resident foodie.