Shruti Bansal
Portfolio Manager-Equities at Ropes Wealth Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| JP Powers | M | 64 |
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | - |
| Michael James Stevens | M | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | - |
| Jim Danna | M | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | - |
| Terrence Callahan Tedeschi | M | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | 8 years |
| Daniel Almeida | M | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | - |
| Jack W. Morefield | M | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | - |
| Jennifer Loveless | F | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | 5 years |
| Christopher Newton | M | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michelle Ann Knight | F | - |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | 10 years |
| Irvin D. Reid | M | 83 |
Montclair State University
| 8 years |
| Mariza F. Costa | F | - |
Montclair State University
| 4 years |
| Torolf Haug | M | - |
Montclair State University
| 4 years |
| Eva Hinkle | F | - |
Montclair State University
| 4 years |
| Jude Scaglione | M | - |
Montclair State University
| 4 years |
| Philip Grossmann | M | - |
Montclair State University
| 4 years |
| Peter Cagiao | M | - |
Montclair State University
| 4 years |
| Pachita Ramadhani | F | 45 |
Montclair State University
| 4 years |
| Alex Wolff | M | - |
Montclair State University
| 4 years |
| Anca D. Basturescu | M | - |
Montclair State University
| 5 years |
| Bryon Bonafede | M | - |
Montclair State University
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 20 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Shruti Bansal
- Personal Network
