CoverProfile

Michael Stevens

Portfolio Manager & Director

RWA Wealth Partners, LLC

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
View more

Profile Information

Portfolio Manager & Director

RWA Wealth Partners, LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

May 15, 2024

More profiles to browse

FS
Francis Sennott
Senior Director of Family Office Financial Planning
SS
Sophia S. Flaxen
Finance & Operations Director
JP
Joseph Powers
Chief Investment Officer
CN
Christopher Newton
Investment Analyst

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation