Daniel L. Almeida
Portfolio Management Associate Director
Daniel Almeida serves as a Portfolio Management Associate Director at Ropes Wealth, and is a member of the firm’s Investment Team and Investment Policy Committee. 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. 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 also coordinates all reporting elements for Investment Policy Committee, and contributes to the asset allocation and manager search and selection process for the Investment Team. Finally, Daniel plays a key role in the development of internal and external market-related communications.
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 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 Pembroke, and enjoys sports, travel, and spending time with his family and friends.
- BS (Business Management and Business Administration), magna cum laude, Johnson & Wales University, 2017