Joseph E. Powers
Joseph (“JP”) E. Powers serves as a Portfolio Manager 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 client investment policy statements; establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. J.P. also plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort.
JP was the Director of Fixed Income for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. As Director of Fixed Income, JP focused on fixed income portfolio construction, research and trading in both the taxable and tax-exempt fixed income sectors. In addition, JP supported the company’s equity research efforts as an analyst for the technology, telecommunications and consumer staples sectors. Prior to joining Silver Bridge Advisors, JP worked in State Street Corporation’s mutual fund department.
JP earned a BS in Business Administration from the University of New Hampshire. He is a member of the Boston Security Analysts Society.