Daniel L. Almeida
Portfolio Management Associate Director
Daniel Almeida serves as a Portfolio Management Associate Director at Ropes Wealth, and is a member of the firm’s Investment Team and Investment Policy Committee. In his role, he is responsible for the creation, execution, and oversight of client investment portfolios in conjunction with the Portfolio Managers, preparing and inputting trades with brokers and custodians. Dan performs equity security analysis on behalf of our clients especially as it relates to concentrated positions, and is a key contributor to the individual fixed income management process from portfolio construction to execution. Dan also coordinates all aspects of the deliverables for Investment Policy Committee reporting, and contributes to the asset allocation and manager search and selection process for the Investment Team. Finally, Dan plays a key role in the development of internal and external market-related communications.
Prior to joining Ropes Wealth, Daniel was an equity trader for Boston Private Wealth, and member of the Best Execution Committee. In his role, he was responsible for trading all client accounts invested in the firm’s proprietary equity strategies, while focusing on portfolio drift and specific client requirements. Daniel began his career at Boston Private Bank & Trust as a client service associate.
Daniel graduated magna cum laude from Johnson & Wales University with a BS in Business Management and Business Administration. Dan earned CFA Level I, and is a CFA Level II Candidate.
An avid hockey player and former college goalie, Dan plays in a number of competitive men’s hockey leagues. Dan resides in Pembroke, and enjoys sports, travel, and spending time with his family and friends.