Michael Moses

Mike brings more than 25 years of broad investment experience to Napatree Capital in his role as a senior member of the investment and advisory team.

Mike recently served as a senior product manager at Fidelity Investments where he designed and implemented online educational programs for retail investors. In this role, Mike worked to demystify the complexities of the markets and investing, with topics ranging from the use of derivatives to charitable giving strategies to individual security analysis.

Previously, Mike was a consultant for Fidelity’s Active Trader platform. He has also served as a financial advisor with Edward Jones and began his career as an equity trader with Adams, Harkness, & Hill in Boston and Herzog, Heine, Geduld, in New York City.