Daniel Almeida

Mr. Daniel L.
Almeida is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He is a member of the firm’s Investment Team and Investment Policy Committee.
In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives.
Mr. Almeida performs equity security analysis on behalf of clients especially as it relates to concentrated positions, and is a key contributor to the individual fixed income management process from portfolio construction to execution.
Daniel plays a key role in the development of internal and external market-related communications, as well as Ropes Wealth’s asset allocation and manager search and selection efforts.
Prior to joining Ropes Wealth, Mr. Almeida was an Equity Trader for Boston Private Wealth and member of the firm’s Best Execution Committee.
In this role, he was responsible for trading all client accounts invested in the firm’s proprietary equity strategies, while focusing on portfolio drift and specific client requirements.
He began his career at Boston Private Bank & Trust as a client service associate.
He graduated magna cum laude from Johnson & Wales University, where he was a member of the Silver Key Honor Society, with a BS in Business Management and Business Administration.