James (“Jim”) Danna serves as a Portfolio Trading Senior Officer for Ropes Wealth. In his role, he is responsible for the creation, execution, and oversight of client investment portfolios in conjunction with the Portfolio Managers, preparing and inputting trades with brokers and custodians. Working closely with the Client Officers and Portfolio Managers, Jim plays a critical role in managing cash flows for the clients of Ropes Wealth. He also coordinates and monitors the trading and implementation process of the separate account managers that Ropes Wealth has engaged. Jim is a member of the firm’s Investment Team and the Investment Policy Committee, contributing key reporting elements fo