Ropes Wealth Advisors Partners with Advisor Investments

Financial Advisors

Practice: Individual Clients

Global law firm Ropes & Gray today announced that its wholly-owned subsidiary, Ropes Wealth Advisors, will continue under the same management team and will partner with Advisor Investments LLC, headquartered in Newton, Massachusetts. Announced.

Together, Advisor Investments and Ropes Wealth Advisors manage nearly $15 billion in client assets and employ more than 185 individuals, including wealth advisors, portfolio managers, fiduciaries and financial planning professionals, and client service professionals. will have employees.

Michelle Knight, Chief Executive Officer and Chief Economist at Ropes Wealth Advisors, said:

“Advisor Investments shares our vision, values ​​and commitment to providing superior service to our sophisticated individual and institutional clients. With an integrated team, enhanced technology, a shared commitment to employee development, and extensive resources to support industry-leading growth and a personalized service model, we have achieved I look forward to all that I can do.”

All 40 Ropes Wealth Advisors employees will work for the new company and will continue to operate out of Boston’s Prudential Tower. Ropes Wealth Advisors will continue its close relationship with Ropes & Gray as the preferred provider of wealth management services to its customers and partners.

Co-Leaders of Ropes & Gray’s Private Client Group, Brenda Diana and Martin Hall, will also join the Advisor Investments team as Chief Trustee Officer and Managing Director, respectively. Together with Mr. Knight, they were instrumental in the founding and growth of Ropes Wealth Advisors. Ms. Diana and Mr. Hall will also continue to provide legal services through a new law firm specializing in domestic and international real estate, tax and philanthropic planning, estate settlement and trustee administration.

“Our clients will benefit from our legal expertise and extensive experience and will be able to take advantage of our colleagues at Lopes Wealth Advisors and Advisor Investments and our fully integrated and creative approach to the planning process. It will be,” Diana and Hall said.

Other Ropes & Gray Private Client Group partners Marc Bloostein, Cameron Casey, Kimberly Cohen, Jennifer Ewing and Geoffrey Mason will join the law firm Choate, Hall & Stewart LLP effective June 3. They will continue to serve their clients. Sophisticated legal advice and fiduciary services.

“Our clients are our number one priority and we will work closely with all of our new integrated asset management firms and retired attorneys to ensure that our clients receive the same high level of service,” said Ropes & Gray. said. Chairman Julie Jones. “Ropes & Gray is proud of its rich heritage of serving clients as trust and estate attorneys for generations. We are proud to help focus companies pursue their independence.”

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