Terrence C. Tedeschi
Terrence Tedeschi serves as a Portfolio Manager at Ropes Wealth, and is a member of the firm’s Investment Team. In his role, he helps support the investment implementation of client portfolios, as well as the management of ongoing client inquiries and projects related to asset allocation. Terrence also provides support to the Chief Compliance Officer in investment-related compliance testing.
Prior to joining Ropes Wealth, Terrence was an equity trader and member of the Asset Allocation Committee for Boston Private Wealth, a registered investment advisor in Boston whose parent company is Boston Private Bank & Trust. In his role, he was responsible for the trading of all client accounts invested within the firm’s proprietary equity strategies with the responsibility to minimize portfolio drift and ensure adherence with any specific client restrictions or requests. Terrence began his career at US Bank as a portfolio administrator within the Corporate Trust Services division.
Terrence earned a BS in Finance from Bentley University.