Terrence C. Tedeschi
Portfolio Manager & Director
Terrence Tedeschi serves as a Portfolio Manager and Director at Ropes Wealth, and 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 his clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Terrence performs equity security analysis on behalf of our clients, and is a key contributor to the trading and analysis of individual equity securities, especially as it relates to concentrated client positions. As a key member of the Investment Policy Committee, Terrence plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort, and he is responsible for all aspects of performance analysis for Ropes Wealth’s key investment strategies.
Prior to joining Ropes Wealth, Terrence was an equity trader and member of the Asset Allocation Committee for Boston Private Wealth, a subsidiary of Boston Bank & Trust. In his role, he was responsible for the trading of all client accounts invested within the firm’s proprietary equity strategies with the responsibility to minimize portfolio drift and ensure adherence with any specific client restrictions or requests. Terrence began his career at US Bank as a portfolio administrator within the Corporate Trust Services division.
Terrence earned a BS in Finance from Bentley University, where he was a member of the golf team. Terrence currently resides in Milton with his wife and young son. An accomplished golfer, Terrence enjoys all sports, travel, music, and spending time with his family and friends.