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About Kristin D. Fazio of ROPES WEALTH ADVISORS

Kristin D. Fazio is Chief Compliance Officer at Ropes Wealth Advisors Llc and has been affiliated with Ropes Wealth Advisors Llc since January-2015.

Ropes Wealth Advisors Llc is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions. The managers's latest filing has disclosed 287MM in positions, which represents 11% of the manager's regulatory AUM.

For more on Ropes Wealth Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +1.9%/yr

Co-workers of Kristin D. Fazio at ROPES WEALTH ADVISORS

Name Title In Position Since
Hugh A. Simons Chief Executive Officer, Management Committee Member May-2013
Michelle A. Knight Chief Investment Officer, Chief Economist January-2015
Robert N. Shapiro Management Committee Chair January-2015
Martin A. Hall Management Committee Member January-2015

ROPES WEALTH ADVISORS Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 5.41302% Energy -6.5% 3.17% -0.49% 0 35%
GE 4.58873% Industrials -7.42% 2.5% -0.45% 0 37%
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Kristin D. Fazio Office Address

BOSTON, Massachusetts
UNITED STATES, 02199-3600

Kristin D. Fazio Contact Information

Phone Number: 617-235-4260
Fax Number: 617-235-4261



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