Jack W. Morefield
Investment Operations Specialist
Jack Morefield serves as an Investment Operations Specialist for Ropes Wealth. In this role, Jack processes all manner of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across all systems-custodial, portfolio management, and trading. He also provides support to the Portfolio Managers by administering investment-related technology. Working with the Portfolio Trading Senior Officer, Jack coordinates and monitors the trading and timely settlement of the transactions of the separate account managers and external investment advisers that Ropes Wealth or its clients have engaged.
Prior to Ropes Wealth, Jack was a Portfolio Trader with Ropes & Gray since 2001, and has provided notable leadership in software solutions and technology for the benefit of our clients.
Jack resides in Newton with his wife and two sons, and is an accomplished painter and musician.