Daniel L. Almeida
Portfolio Manager & Director
Daniel Almeida serves as a Portfolio Manager and Director at Ropes Wealth, and is a member of the firm’s Investment Team and Investment Policy Committee. 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. Daniel performs equity security analysis on behalf of clients especially as it relates to concentrated positions, and is a key contributor to the individual fixed income management process from portfolio construction to execution. Daniel plays a key role in the development of internal and external market-related communications, as well as Ropes Wealth’s asset allocation and manager search and selection efforts.
Prior to joining Ropes Wealth, Daniel was an equity trader for Boston Private Wealth and member of the firm’s Best Execution Committee. In this role, he was responsible for trading all client accounts invested in the firm’s proprietary equity strategies, while focusing on portfolio drift and specific client requirements. Daniel began his career at Boston Private Bank & Trust as a client service associate.
Daniel graduated magna cum laude from Johnson & Wales University, where he was a member of the Silver Key Honor Society, with a BS in Business Management and Business Administration. Daniel earned CFA Level I, and is a CFA Level II Candidate. An avid hockey player and former college goalie, Daniel plays in a number of competitive men’s hockey leagues. Daniel resides in North Attleboro, and enjoys sports, travel, and spending time with his family and friends.