Jim Moore

Jim Moore is a Senior Family Advisor and comes to us from Cornerstone Advisors with more than 23 years of combined experience in both institutional and retail investment management. While at Cornerstone Jim was responsible for both the supervision of advisors, serving approximately $1.8B of over $4B in assets under management, which included some of the most complex families, as well as directly serving high and ultra-high net worth families in both Washington and Alaska. In addition to his supervisory and client facing duties, Jim developed Cornerstone’s advisor training program and led the implementation and launch of the eMoney financial modelling software.