James Moise

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James-Moise

James R. Moise

Managing Director

James is a Managing Director and joined the firm as a founding member in 2017. As a Portfolio Manager and senior member of the investment management team, he develops and oversees asset allocation, investment strategies, and products. He has more than 16 years of experience in the investment research and management industry.

Previously, James served as Senior Portfolio Manager and Senior Vice President of People’s United Wealth Management in Massachusetts. Prior to that, James was an Investment Associate AVP at Eastern Wealth Management and worked for Banc of America Merrill Lynch and Bear Stearns.

James’s educational background includes a Bachelor of Science in Financial Service Management from Johnson & Wales University.

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Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

  • 15 Constitution Drive
    Suite 1A
    Bedford, NH 03110

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.

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