Jack W. Morefield

Jack W. Morefield

Trading-Equity presso Ropes Wealth Advisors LLC

Profilo

Mr. Jack W.
Morefield
is an Investment Operations Specialist at Ropes Wealth Advisors LLC.
In his role, he processes all types of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading sytems.
He also provides support to the Portfolio Managers by administering investment-related technology.
Working with the Portfolio Trading Senior Officer, he coordinates and monitors the trading and timely settlement of the transactions of separate account managers and external investment advisers that Ropes Wealth or its clients have engaged.
Prior to Ropes Wealth, Mr. Morefield was a Portfolio Trader with Ropes & Gray since 2001, and provided notable leadership in software solutions and technology.

Posizioni attive di Jack W. Morefield

SocietàPosizioneInizio
Trading-Equity -
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Precedenti posizioni note di Jack W. Morefield

SocietàPosizioneFine
Corporate Officer/Principal -
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Esperienze
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Attive

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Aziende private

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Relazioni

8

Relazioni di 1° grado

2

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Uomo

Donna

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Aziende private2

Finance

Finance

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