Michael Moses, CMT^®

As a securities trader, Mike executes purchases and sales of equity, fixed income, and mutual fund securities. He also ensures the accuracy of trade settlements and maintains our relationships with underwriters and sell-side research to ensure access to securities offerings and research.

Previously, Mike was a portfolio manager and senior investment strategist at Napatree Capital, a boutique investment advisory firm. Earlier, Mike was at Fidelity where he managed Fidelity’s Online Learning Center, creating educational content and courses for individual investors. He has also served as a financial advisor with Edward Jones and began his career as an equity trader with Herzog, Heine, Geduld, in New York City. Mike brings more than 25 years of broad investment experience to the firm.

Mike has achieved the designation of Chartered Market Technician^®.