
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
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
SB
Shruti Bansal
Portfolio Manager & Director
MK
Michelle Knight
President & Chief Economist
Jennifer Loveless
Portfolio Manager & Director
FS
Francis Sennott
Senior Director of Family Office Financial Planning
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation