Sophia Flaxen

Experience

• Chief of Data AnalyticsCurrent

  RWA Wealth Partners

  May 2024 – Present

  Sophia Flaxen serves as Chief of Data Analytics at RWA Family Office and RWA Wealth Partners, where she is responsible for managing the operational and business needs for the organization. In this capacity she manages key technology vendor relationships, financial reporting, business analysis, finances and budgeting, and overall business operations. Sophia also works with and supervises a team of operations administrators and specialists responsible for establishing new accounts, processing cash and asset transfer requests, reconciling account positions and cash, assessing fees, and administering various other client service requests. Sophia is also a member of the Business Oversight Committee of RWA. Prior to joining RWA, Sophia spent almost 20 years working at Ropes & Gray LLP in trust administration and technology strategy. She previously led the Trust Services area for the Private Client Group, managing a team of trust administrators and assistants. Sophia headed up the group’s conversion to SEI in 2006 and to a new performance measurement platform in 2013. More recently, she was responsible for vendor management, client reporting and business analysis for the department. Sophia earned a BA (Hons) from Oxford University and completed law school in England at Middlesex University (Common Professional Examination) and Nottingham Trent University (Legal Practice Course). Sophia has served as a board member and Secretary of SEI’s BSP Client Advisory Group and is an active contributor to the SEI Boston User Group. Sophia resides in Melrose with her husband and three children, and enjoys spending time with her family and friends (here and in the U.K.) and escaping occasionally to a ski house in Vermont.

• Finance & Operations Director

  Ropes Wealth Advisors LLC

  Jan 2019 – May 2024

  Sophia Flaxen serves as Finance & Operations Director at Ropes Wealth, where she is responsible for managing the operational and business needs for the organization. In this capacity she manages key technology vendor relationships, financial reporting, business analysis, finances and budgeting, and overall business operations. Sophia also works with and supervises a team of operations administrators and specialists responsible for establishing new accounts, processing cash and asset transfer requests, reconciling account positions and cash, assessing fees, and administering various other client service requests. Sophia is a member of the Business Oversight Committee of Ropes Wealth.