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Michael James Stevens
Trading-Equity chez
Ropes Wealth Advisors LLC
Profil
Mr. Michael J.
Stevens 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 each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives.
He performs equity security analysis on behalf of clients, and is a key contributor to the trading and analysis of individual equity securities and options, especially as it relates to concentrated client positions.
Mr. Stevens 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.
He also oversees all aspects of trading and implementation for the firm, and manages their counterparty brokerage relationships to ensure best execution for their clients.
Prior to joining Ropes Wealth, Mr. Stevens was an investment analyst at Foster Dykema Cabot & Co., Inc. He was responsible for all trading and supported the firm’s research efforts in equity, fixed income, and liquid alternatives.
Prior to that, he was employed by Silver Bridge Capital Management LLC (which was acquired by Banyan Partners LP in 2013 and Boston Private Bank & Trust Company in 2014) as Head Trader and a key contributor to the firm’s investment team, with focus on U.S.
Large Cap equity and liquid alternative investment strategies.
He also served on the Asset Allocation Committee at Silver Bridge Capital Management.
He began his career at Fidelity Investments, within the Pricing and Cash Management Services group, providing operational support and accounting to institutional investment advisers.
Mr. Stevens received his BS in Finance from Syracuse University.
Postes actifs de Michael James Stevens
| Sociétés | Poste | Début |
|---|---|---|
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance RWA’s investment approach is based on the belief that asset allocation is the single largest driver of long-term investment returns. The firm employs an open architecture investment platform, which provides investment exposure to a full range of asset classes via mutual funds, exchange traded funds (ETFs) and separate accounts managed by unaffiliated third parties. They utilize both active and index-oriented investment vehicles, depending on its judgment of the efficiency of an asset class. | Trading-Equity | - |
Anciens postes connus de Michael James Stevens
| Sociétés | Poste | Fin |
|---|---|---|
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives. | Corporate Officer/Principal | - |
Foster Dykema Cabot & Co., Inc.
 Foster Dykema Cabot & Co., Inc. Investment ManagersFinance FDCC selects publicly traded investments for client portfolios by employing fundamental financial analysis. The firm uses a value-oriented investment approach to look for investments that they believe are improperly priced by the markets and which may generate sufficient returns to compensate their clients for the risk of potential loss as a result of investment-specific issues or broader market conditions. They prefer investing with managers who have a solid track record in previous partnerships in analyzing and evaluating private securities or private partnerships. | Analyst-Equity | - |
Formation de Michael James Stevens
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives. | Finance |
Foster Dykema Cabot & Co., Inc.
Foster Dykema Cabot & Co., Inc. Investment ManagersFinance FDCC selects publicly traded investments for client portfolios by employing fundamental financial analysis. The firm uses a value-oriented investment approach to look for investments that they believe are improperly priced by the markets and which may generate sufficient returns to compensate their clients for the risk of potential loss as a result of investment-specific issues or broader market conditions. They prefer investing with managers who have a solid track record in previous partnerships in analyzing and evaluating private securities or private partnerships. | Finance |
Syracuse University
 Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance RWA’s investment approach is based on the belief that asset allocation is the single largest driver of long-term investment returns. The firm employs an open architecture investment platform, which provides investment exposure to a full range of asset classes via mutual funds, exchange traded funds (ETFs) and separate accounts managed by unaffiliated third parties. They utilize both active and index-oriented investment vehicles, depending on its judgment of the efficiency of an asset class. | Finance |
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