James H. Moore

Investment Back Office Operations

James H. Moore

James Moore assists with daily investment operations, including trade processing, reconciliation and reporting. He also provides investment research assistance and serves as staff to the Investment Management Committee.

James earned his bachelor’s degree in business administration with a concentration in finance from the University of Florida in 1999. Currently, he holds the CERTIFIED FINANCIAL PLANNERâ„¢ designation and is registered as a Series 65 Registered Investment Advisor Representative. In addition, he has completed professional coaching and development training through CEG Worldwide.

James serves on several community boards that have a common goal of enhancing the quality of life for others within the community. In 2004, he helped start the Heart Gallery of Sarasota, a not-for-profit organization that aids in placing children in the foster care system with adoptive families. James and his wife Mollie live in Lakewood Ranch, Florida, with their three children, Carues, Wesley and Gavin. In his free time, he enjoys golf, running, swimming and coaching his children in their after-school activities.