Terrence Callahan Tedeschi

Trading-Equity chez Ropes Wealth Advisors LLC

Profil

Mr. Terrence C.
Tedeschi, Jr., is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He 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.
Mr. Tedeschi 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.
As a key member of the Investment Policy Committee, he plays an integral role in the firm’s asset allocation and manager search and selection effort, and he is responsible for all aspects of performance analysis for the firm’s key investment strategies.
Prior to joining Ropes Wealth, Mr. Tedeschi was an equity trader and member of the Asset Allocation Committee for Boston Private Wealth, a subsidiary of Boston 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.
He began his career at US Bank as a portfolio administrator within the Corporate Trust Services division.
He earned a BS in Finance from Bentley University.

Postes actifs de Terrence Callahan Tedeschi

Sociétés	Poste	Début
Ropes Wealth Advisors LLC	Trading-Equity	01/09/2016