Terrence C. Tedeschi
Portfolio Manager & Director
Terrence Tedeschi 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. 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. Terrence 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.
Terrence manages all aspects of performance attribution and analysis for Ropes Wealth’s key investment strategies, and provides integral quantitative and qualitative analysis over our selected and prospective investment selections as well as individual client holdings. He also provides support to the Chief Compliance Officer and Risk Manager in investment-related compliance testing.
Prior to joining Ropes Wealth, Terrence was an equity trader and member of the Asset Allocation Committee for Boston Private Wealth, a registered investment advisor in Boston whose parent company is Boston Private Bank & Trust. In his role, he was responsible for the trading of all client accounts invested within the firm’s proprietary equity strategies with the responsibility to minimize portfolio drift and ensure adherence with any specific client restrictions or requests. Terrence began his career at US Bank as a portfolio administrator within the Corporate Trust Services division.
Terrence earned a BS in Finance from Bentley University. Originally from Duxbury, Terrence currently resides in Milton with his wife; they are expecting their first child in the spring of 2019. An accomplished golfer, Terrence enjoys all sports, travel, music, and spending time with his family and friends.