Shruti Bansal serves as a Portfolio Manager and Director at Ropes Wealth and is a member of the firm’s Investment Team. In her role, she meets with current and potential clients to discuss Ropes Wealth’s investment philosophy and process. For each client, she helps establish and implement an appropriate investment objective, typically customized within the broader wealth management architecture of the client. Shruti is actively involved in equity security analysis on behalf of clients and manager due diligence across all asset classes. She plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort, and is a member of the Investment Policy Committee. Shr