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