Michael James Stevens

Mr. Michael J.
Stevens is a Portfolio Manager & Director at Ropes Wealth Advisors LLC.
He is a member of the firm’s Investment Team.
In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives.
He performs equity security analysis on behalf of clients, and is a key contributor to the trading and analysis of individual equity securities and options, especially as it relates to concentrated client positions.
Mr. Stevens plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort, and is a member of the Investment Policy Committee.
He also oversees all aspects of trading and implementation for the firm, and manages their counterparty brokerage relationships to ensure best execution for their clients.
Prior to joining Ropes Wealth, Mr. Stevens was an investment analyst at Foster Dykema Cabot & Co., Inc. He was responsible for all trading and supported the firm’s research efforts in equity, fixed income, and liquid alternatives.
Prior to that, he was employed by Silver Bridge Capital Management LLC (which was acquired by Banyan Partners LP in 2013 and Boston Private Bank & Trust Company in 2014) as Head Trader and a key contributor to the firm’s investment team, with focus on U.S.
Large Cap equity and liquid alternative investment strategies.
He also served on the Asset Allocation Committee at Silver Bridge Capital Management.
He began his career at Fidelity Investments, within the Pricing and Cash Management Services group, providing operational support and accounting to institutional investment advisers.
Mr. Stevens received his BS in Finance from Syracuse University.