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Jim Danna
Trading-Equity bij
Ropes Wealth Advisors LLC
Profiel
Mr. James J.
Danna is a Portfolio Trading Senior Officer at Ropes Wealth Advisors LLC.
He serves as a Portfolio Trader for Ropes Wealth.
In his role, he is responsible for the creation, execution, and oversight of client investment portfolios in conjunction with the Portfolio Managers, preparing and inputting trades with brokers and custodians.
Working closely with the Client Officers and Portfolio Managers, he plays a critical role in managing cash flows for the clients of Ropes Wealth.
He also coordinates and monitors the trading and implementation process of the separate account managers that Ropes Wealth has engaged.
He is a member of the firm’s Investment Team and the Investment Policy Committee, contributing key reporting elements for Investment Policy Committee.
Prior to joining Ropes Wealth, Mr. Danna was with Ropes & Gray since October 1990, spending the first decade of his tenure in the firm’s Finance Department, where he held the positions of Billing Clerk, Senior Billing Clerk, Staff Accountant, and Senior Accounting Representative.
He joined the Private Client Group in 2001 where he held positions of Control Specialist and Trust Distributions Specialist before becoming one of the Firm’s Portfolio Traders in 2009.
He earned a BS in Business Administration from Stonehill College
Actieve functies van Jim Danna
| Bedrijven | Functie | Begin |
|---|---|---|
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 | - |
Eerdere bekende functies van Jim Danna
| Bedrijven | Functie | Einde |
|---|---|---|
Ropes & Gray LLP
 Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 01-01-2001 |
Ropes & Gray LLP (Private Client Group)
 Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada. | Corporate Officer/Principal | - |
Opleiding van Jim Danna
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
69
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada. | Finance |
Stonehill College, Inc.
 Stonehill College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial 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 |
