Terrence Callahan Tedeschi
Trading-Equity bij Ropes Wealth Advisors LLC
Profiel
Mr. Terrence C.
Tedeschi, Jr., is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He 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 his clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives.
Mr. Tedeschi performs equity security analysis on behalf of our clients, and is a key contributor to the trading and analysis of individual equity securities, especially as it relates to concentrated client positions.
As a key member of the Investment Policy Committee, he plays an integral role in the firm’s asset allocation and manager search and selection effort, and he is responsible for all aspects of performance analysis for the firm’s key investment strategies.
Prior to joining Ropes Wealth, Mr. Tedeschi was an equity trader and member of the Asset Allocation Committee for Boston Private Wealth, a subsidiary of Boston 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.
He began his career at US Bank as a portfolio administrator within the Corporate Trust Services division.
He earned a BS in Finance from Bentley University.
Actieve functies van Terrence Callahan Tedeschi
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Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Trading-Equity | 01-09-2016 |
Opleiding van Terrence Callahan Tedeschi
Bentley University | Undergraduate Degree |
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Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Finance |