James J. Danna
James (“Jim”) Danna serves as a Portfolio Trader for Ropes Wealth. In his role, he is responsible for creating, executing, and auditing investment programs for clients of the firm. He also oversees and monitors DTC confirms for outside managers and investment advisors to ensure timely settlement of trades. Jim is a member of the firm’s Investment Team and participates in the asset allocation and manager selection process.
Prior to Ropes Wealth, Jim was with Ropes & Gray since October 1990, spending the first decade of his tenure in the firm’s Finance Department, where he held the positions of Billing Clerk, Senior Billing Clerk, Staff Accountant, and Senior Accounting Representative. He joined the Private Client Group in 2001 where he held positions of Control Specialist and Trust Distributions Specialist before becoming one of the Firm’s Portfolio Traders in 2009.
Jim earned a BS from Stonehill College in 1990.