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Michael Stevens

Portfolio Manager & Director

Ropes Wealth Advisors

United States, Massachusetts, Boston

About Me

Michael Stevens serves as a Portfolio Manager and Director at Ropes Wealth, and 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 each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Michael performs equity security analysis on behalf of clients, and is a key contributor to the trading and analysis of individual equity securities and options, especially as it relates to concentrated client positions. Michael plays an integral role in Ropes Wealth’s ass
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Profile Information

Portfolio Manager & Director

Ropes Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

May 15, 2024

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