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, Harkn
Michael Moses
Portfolio Manager, Senior Investment Strategist
Napatree Capital
United States, Massachusetts, Scituate
About Me
Profile Information
Portfolio Manager, Senior Investment Strategist
Napatree Capital
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Scituate
Massachusetts
United States
Jul 30, 2024
Work Experience
Napatree Capital
Portfolio Manager, Senior Investment Strategist Sep 2019 - Present
Email: mmoses@napatreecapital.com
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