Profil
Mr. James R.
Moise is a Managing Director at Little House Capital LLC.
He joined the firm as a founding partner 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, he served as Senior Portfolio Manager and Senior Vice President of People’s United Wealth Management in Massachusetts.
Prior to that, he was an Investment Associate AVP at Eastern Wealth Management and worked for Banc of America Merrill Lynch and Bear Stearns.
His educational background includes a Bachelor of Science in Financial Service Management from Johnson & Wales University.
Postes actifs de James Reginald Moise
| Sociétés | Poste | Début |
|---|---|---|
Little House Capital LLC
 Little House Capital LLC Investment ManagersFinance Little House Capital LLC (LHC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. The firm was founded by Robert Stimson and James Moise in 2017. LHC offers investment advisory services to individuals, high net-worth individuals, trusts, estates, institutions, foundations endowments, other corporate structures, and retirement plans. | Fondateur | 01/01/2017 |
Anciens postes connus de James Reginald Moise
| Sociétés | Poste | Fin |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Trading-Equity | - |
Formation de James Reginald Moise
| Johnson & Wales University, Inc. | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 3 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Little House Capital LLC
Little House Capital LLC Investment ManagersFinance Little House Capital LLC (LHC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. The firm was founded by Robert Stimson and James Moise in 2017. LHC offers investment advisory services to individuals, high net-worth individuals, trusts, estates, institutions, foundations endowments, other corporate structures, and retirement plans. | Finance |