Joseph E. Powers
Portfolio Manager & Director
Joseph (“JP”) E. Powers serves as a Portfolio Manager and Director at Ropes Wealth, 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. JP performs equity security analysis on behalf of our clients, and is a key contributor to the individual fixed income management process. JP 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.
JP possesses considerable analytical abilities and applies these talents to drive key elements of our investment technology platform, including researching and implementing new systems and software in an effort to continually improve the efficiency of our investment trading platform and enhance the client experience of our performance reporting.
JP was previously the Director of Fixed Income for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. 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 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.