Terrence Tedeschi 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 his clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Terrence performs equity security analysis on behalf of our clients, and is a key contributor to the trading and analysis of individual equity securities, especially as it relates to concentrated client positions. As a key member of the Investment Policy Committee, Terrence p
Terrence Tedeschi
Portfolio Manager & Director
RWA Wealth Partners, LLC
United States, Massachusetts, Plymouth
About Me
Profile Information
Portfolio Manager & Director
RWA Wealth Partners, LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Plymouth
Massachusetts
United States
Aug 13, 2024
More profiles to browse
SB
Shruti Bansal
Portfolio Manager & Director
CN
Christopher Newton
Investment Analyst
JP
Joseph Powers
Chief Investment Officer
JD
James Danna
Portfolio Trading Senior Officer
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management