Michael J. Stevens
Michael Stevens serves as a Portfolio Manager at Ropes Wealth, and is a member of the firm’s Investment Team. In his role, he oversees all trading functions within Ropes Wealth while also assisting in implementation of client investment policy statements based on market environment, tax considerations, and individual client objectives. Michael also plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort.
Michael was an investment analyst at Foster Dykema Cabot & Co., Inc., a high-net-worth registered investment adviser and multi-family office in Boston. He was responsible for all trading and supported the firm’s research efforts in equity, fixed income, and liquid alternatives. Prior to that, Michael was employed by Silver Bridge Capital Management LLC (which was acquired by Banyan Partners LP in 2013 and Boston Private Bank & Trust Company in 2014) as Head Trader and a key contributor to the firm’s investment team, with focus on U.S. Large Cap equity and liquid alternative investment strategies. Michael also served on the Asset Allocation Committee at Silver Bridge Capital Management. Michael began his career at Fidelity Investments, within the Pricing and Cash Management Services group, providing operational support and accounting to institutional investment advisers.
Michael earned a BS in Finance from Syracuse University.