JP Powers
Chief Investment Officer at Ropes Wealth Advisors LLC
Profile
Mr. Joseph E.
Powers, III, is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He is responsible for overseeing and implementing Ropes Wealth’s overall investment strategy.
In this role, he leads the Investment Team in making asset allocation decisions and directing investment and manager selection on behalf of all clients.
He also works directly with clients apprising them of global economic and market activity and its implications on their specific and customized investment strategies.
He leverages his analytical abilities to drive key elements of Ropes Wealth’s investment technology platform, including researching and implementing new systems and software in an effort to continually improve the efficiency of the investment trading platform and enhance the client experience of Ropes Wealth’s performance reporting.
Prior to joining Ropes Wealth, Mr. Powers was the Director of Fixed Income for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013.
As Director of Fixed Income, he focused on fixed income portfolio construction, research and trading in both the taxable and tax-exempt fixed income sectors.
In addition, he supported the company’s equity research efforts as an analyst for the technology, telecommunications and consumer staples sectors.
Prior to joining Silver Bridge Advisors, he worked in State Street Corporation’s mutual fund department.
Mr. Powers received his BS in Business Administration from the University of New Hampshire.
He is a member of the Boston Security Analysts Society.
JP Powers active positions
Companies | Position | Start |
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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. | Chief Investment Officer | - |
Former positions of JP Powers
Companies | Position | End |
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Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Analyst-Equity | 2012-12-30 |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Analyst-Fixed Income | 2014-11-30 |
STATE STREET CORPORATION | Corporate Officer/Principal | - |
Training of JP Powers
University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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STATE STREET CORPORATION | Finance |
Private companies | 3 |
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Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
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. | Finance |
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