Jennifer Loveless
Gestore di Portafoglio-Azioni presso Ropes Wealth Advisors LLC
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| 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. | - |
| 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. | - |
| 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 anni |
| 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. | - |
| Martin A. Nisenholtz | M | 68 |
Boston University
| 9 anni |
| Ira Cohen | M | 73 |
Boston University
| 12 anni |
| Shruti Bansal | 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. | 2 anni |
| Gerald Fine | M | 65 |
Boston University
| 12 anni |
| Clarissa C. Hunnewell | F | - |
Boston University
| 13 anni |
| Cannon Alicia | F | - |
Boston University
| 13 anni |
| Bettina Briz | F | - |
Boston University
| 13 anni |
| 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 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| 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 anni |
| Robert Glenn Pavlik | M | - |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 3 anni |
| Barbara Jean Cummings | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Bryan Paul Keller | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 3 anni |
| Erin E. Kerr | F | - |
Boston University
| 10 anni |
| Michele Courton-Brown | F | - |
Boston University
| - |
| Michael Clancy | M | - |
Boston University
| 3 anni |
| Yilong Zhao | M | - |
Boston University
| 5 anni |
| Kelly C. McKernan | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Keith R. Elflein | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 anni |
| Anthony G. DeChellis | M | 61 |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 anni |
| David McLaughlin Goss | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 anni |
| William Yang | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 2 anni |
| Michael John Wilson | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 anni |
| Robert Harold Kjellman | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Jessie Wang | F | - |
Boston University
| 4 anni |
| Parkinson Taylor | M | - |
Boston University
| 4 anni |
| Alexandria Lafci | F | - |
Boston University
| 4 anni |
| Singh Amit | M | - |
Boston University
| 4 anni |
| Tyler Trubish | M | - |
Boston University
| 4 anni |
| Samit Kalra | M | - |
Boston University
| 4 anni |
| Brett Schenkman | M | - |
Boston University
| 4 anni |
| Shane Mallee | M | - |
Boston University
| 4 anni |
| Sean Bacon | M | - |
Boston University
| 4 anni |
| Alessandro Balbo | M | - |
Boston University
| 4 anni |
| Khaled Jalanbo | M | - |
Boston University
| 4 anni |
| Karina Martin | F | - |
Boston University
| 4 anni |
| Calvin Poon | M | - |
Boston University
| 4 anni |
| Brendan Smith | M | - |
Boston University
| 4 anni |
| James Shalhoub | M | - |
Boston University
| 4 anni |
| Thomas Manning | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 1 anni |
| Sarah Kuranda | F | - |
Boston University
| 4 anni |
| Nicholas Samoyedny | M | - |
Boston University
| 4 anni |
| Meg Wood | F | - |
Boston University
| 2 anni |
| Sophie Sheng | F | - |
Boston University
| 4 anni |
| Anastasia Voevodin | M | - |
Boston University
| 4 anni |
| James Holler | M | - |
Boston University
| 4 anni |
| David Conte | M | - |
Boston University
| 2 anni |
| Henry Lee | M | - |
Boston University
| 7 anni |
| Sameer Patel | M | - |
Boston University
| 4 anni |
| Adam Jendrisak | M | - |
Boston University
| 4 anni |
| Hao Yuan Liu | M | 30 |
Boston University
| 4 anni |
| Yuen Lam Suen | F | 31 |
Boston University
| 4 anni |
| Weihao Zhao | M | 30 |
Boston University
| 4 anni |
| Jose Gonzalez Rico | M | - |
Boston University
| 1 anni |
| Ge Chu | M | - |
Boston University
| 4 anni |
| Chinemelum Ezekwesili | M | - |
Boston University
| 4 anni |
| Adam Trainor | M | 39 |
Boston University
| 4 anni |
| Nicholas Landry | M | - |
Boston University
| 2 anni |
| Andrew Tan | M | - |
Boston University
| 4 anni |
| Nate Sheinfeld | M | - |
Boston University
| 4 anni |
| Brendon Reay | M | - |
Boston University
| 1 anni |
| Erika Maren Brownson | F | - |
Boston University
| 4 anni |
| Kevin Lau | M | - |
Boston University
| 1 anni |
| Chris Gordon | M | - |
Boston University
| 4 anni |
| Ben J. Boyd | M | - |
Boston University
| 4 anni |
| Joseph Byrne | M | - |
Boston University
| 2 anni |
| Brian Hoffman | M | - |
Boston University
| 2 anni |
| Alla Wagner | F | - |
Boston University
| 2 anni |
| Matt Farkas | M | - |
Boston University
| 1 anni |
| Andrew Bernstein | M | - |
Boston University
| 4 anni |
| Wojciech Dworakowski | M | - |
Boston University
| 2 anni |
| James Collins | M | 58 |
Boston University
| 24 anni |
| Michael Guy Blackmon | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 2 anni |
| Mark Shang | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 1 anni |
| Gerri Waloga | M | - |
Boston University
| 12 anni |
| Alexander Liu | M | - |
Boston University
| 4 anni |
| Joao Pedro Ribeiro | M | - |
Boston University
| 1 anni |
| Mary Donaldson | F | - |
Boston University
| 4 anni |
| Jamie Zakalik | F | - |
Boston University
| 4 anni |
| Charles Ruprecht | M | - |
Boston University
| 4 anni |
| Ke Ren Bian | M | 35 |
Boston University
| 4 anni |
| Mario Mena | M | - |
Boston University
| 4 anni |
| John Christopher Barrett | M | - |
Boston University
| 4 anni |
| Ming Zi Yi | M | - |
Boston University
| 3 anni |
| Joseph McNiff | M | - |
Boston University
| 4 anni |
| Ritika Mahal | F | - |
Boston University
| 2 anni |
| Marco Casiraghi | M | - |
Boston University
| 3 anni |
| Chris Eu | M | - |
Boston University
| - |
| Jacqueline Galichon | F | - |
Boston University
| 4 anni |
| David Saxon | M | - |
Boston University
| 4 anni |
| He Wang | M | 34 |
Boston University
| 4 anni |
| Chong Liu | M | - |
Boston University
| 6 anni |
| Zack Yang | M | - |
Boston University
| 4 anni |
| Yevgeniy Shelkovskiy | M | - |
Boston University
| 4 anni |
| Amanuel Seife | M | - |
Boston University
| 4 anni |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Israele | 78 | 78.00% |
| Stati Uniti | 22 | 22.00% |
Età delle relazioni
Attive
Scorse
Uomo
Donna
Amministratori
Dirigenti
Provenienza delle relazioni
- Borsa valori
- Insiders
- Jennifer Loveless
- Contatti personali
