Michael J. Stevens
Portfolio Manager & Director
Michael Stevens serves as a Portfolio Manager and Director at Ropes Wealth Advisors, 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. Mike performs equity security analysis on behalf of our clients, and is a key contributor to the trading and analysis of individual equity securities and options, especially as it relates to concentrated client positions. Mike 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.
Mike oversees all aspects of trading and implementation for Ropes Wealth, and manages our counterparty brokerage relationships to ensure best execution for our clients.
Michael was an investment analyst at Foster Dykema Cabot & Co., Inc., a high-net-worth registered investment adviser and multi-family office in Boston. He was responsible for all trading and supported the firm’s research efforts in equity, fixed income, and liquid alternatives. Prior to that, Michael was employed by Silver Bridge Capital Management LLC (which was acquired by Banyan Partners LP in 2013 and Boston Private Bank & Trust Company in 2014) as Head Trader and a key contributor to the firm’s investment team, with focus on U.S. Large Cap equity and liquid alternative investment strategies. Michael also served on the Asset Allocation Committee at Silver Bridge Capital Management. Michael began his career at Fidelity Investments, within the Pricing and Cash Management Services group, providing operational support and accounting to institutional investment advisers.
Michael earned a BS in Finance from Syracuse University. He is a member of the Inner-City Scholarship Fund Professional’s Team, notably organizing visits for Greater Boston high school students to Ropes Wealth to discuss career paths and college planning. Born and raised in Milton, Mike lives there with his wife and three daughters, and coaches youth soccer and basketball for the town. Mike also serves on the board of St. Mary of the Hills Church in Milton. Mike enjoys music and sports, especially golfing and skiing, and spending time with his family and friends.