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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