Investment & Financial Planning Staff
Click on a name to access their bio.
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Michelle A. Knight
Chief Executive Officer & Chief Economist
- Michelle.Knight@ropeswealth.com
- T+1 617 951 7531
- Boston
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Joseph E. Powers
Chief Investment Officer
- Joseph.Powers@ropeswealth.com
- T+1 617 235 4264
- Boston
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Sharon J. Phelan, CFP®
Business Planning Director
- Sharon.Phelan@ropeswealth.com
- T+1 617 854 2993
- Boston
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Francis J. Sennott
Senior Financial Planning Director
- Francis.Sennott@ropeswealth.com
- T+1 617 951 7265
- Boston
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Daniel L. Almeida
Portfolio Manager & Director
- Daniel.Almeida@ropeswealth.com
- T+1 617 235 4269
- Boston
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Shruti Bansal, CFA
Portfolio Manager & Director
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Jennifer K. Loveless, CFP®
Portfolio Manager & Director
- Jennifer.Loveless@ropeswealth.com
- T+1 617 235 4259
- Boston
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Michael J. Stevens
Portfolio Manager & Director
- Michael.Stevens@ropeswealth.com
- T+1 617 235 4271
- Boston
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Terrence C. Tedeschi
Portfolio Manager & Director
- Terrence.Tedeschi@ropeswealth.com
- T+1 617 235 4263
- Boston
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James J. Danna
Portfolio Trading Senior Officer
- James.Danna@ropeswealth.com
- T+1 617 951 7888
- Boston
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Jack W. Morefield
Investment Operations Specialist
- Jack.Morefield@ropeswealth.com
- T+1 617 854 2981
- Boston
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Michael E. Martin, CFP®
Senior Client Officer
- Michael.Martin@ropeswealth.com
- T+1 617 854 2651
- Boston