![Jack W. Morefield](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
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.
Cargos activos de Jack W. Morefield
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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. | Trading-Equity | - |
Antiguos cargos conocidos de Jack W. Morefield.
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Ropes & Gray LLP (Private Client Group)
![]() Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Corporate Officer/Principal | - |
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Empresas privadas | 2 |
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Ropes & Gray LLP (Private Client Group)
![]() Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | 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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