Associate Portfolio Manager
Daniel Almeida serves as an Associate Portfolio Manager at Ropes Wealth, and is a member of the firm’s Investment Team. In his role, he helps support the trading and investment implementation of client portfolios, as well as contributing to the asset allocation and manager search and selection process.
Prior to joining Ropes Wealth, Daniel was an equity trader for Boston Private, a registered investment advisor in Boston, and member of the Best Execution Committee. In his 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 B.S. in Business Management and Business Administration. Dan earned CFA Level I, and is a CFA Level II Candidate.