Joseph E. Powers
Chief Investment Officer
Joseph (“JP”) Powers serves as Chief Investment Officer for Ropes Wealth, where he is responsible for overseeing and implementing Ropes Wealth’s overall investment strategy. In this role, he leads the Investment Team in making asset allocation decisions and directing investment and manager selection on behalf of all clients. JP also works directly with clients apprising them of global economic and market activity and its implications on their specific and customized investment strategies. JP leverages his analytical abilities to drive key elements of Ropes Wealth’s investment technology platform, including researching and implementing new systems and software in an effort to continually improve the efficiency of the investment trading platform and enhance the client experience of Ropes Wealth’s performance reporting.
JP chairs the Investment Policy Committee of Ropes Wealth and is also a member of the Business Oversight Committee.
Previously JP was Portfolio Manager and Director at Ropes Wealth. Prior to Ropes Wealth, JP was the Director of Fixed Income for Silver Bridge Advisors (now Boston Private Wealth). As Director of Fixed Income, JP focused on fixed income portfolio construction, research, and trading in both the taxable and tax-exempt fixed income sectors. Before joining the fixed income team, JP spent several years supporting the company’s equity research efforts as an analyst for the technology, telecommunications and consumer staples sectors while overseeing the firm’s equity trading desk. Prior to joining Silver Bridge Advisors, JP began his career with State Street Corporation.
JP earned an MBA from Boston University’s Questrom School of Business, and BS in Business Administration from the University of New Hampshire. JP was the winner of the Sandra A.F. Harper award from the BU Questrom program, which honors the student who best exemplifies community contribution and leadership within the graduating class.
JP resides in Dorchester with his girlfriend, and enjoys sports, travel, and spending time with his family and friends, dividing his time between Boston and New Hampshire whenever possible.