Daniel Almeida serves as a Portfolio Manager and Director at Ropes Wealth, and is a member of the firm’s Investment Team and Investment Policy Committee. In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Daniel performs equity security analysis on behalf of clients especially as it relates to concentrated positions, and is a key contributor to the individual fixed income management process from portfolio construction to execution. Daniel pl