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James Moore

AAMS®, CMFC®

Manager

    Jim joined Pathstone in 2020, bringing over 23 years of combined institutional and retail financial services experience to the firm. He is a Manager, responsible for both the oversight, coaching and training of advisors. He also serves on many high and ultra-high net worth relationships and, in doing so, works closely with estate planning attorneys and CPAs.

    Prior to Pathstone, Jim was a Director with Cornerstone Advisors where he led the Associate Client Manager team, served clients, helped develop and implement the training program, and led several projects that enhanced the bill pay processing and implementation of eMoney financial modeling software. Previously, Jim worked at various firms, including the Frank Russell Company where he served in a broad capacity in both operations and investment management.

    Jim earned a Bachelor of Science degree in Finance from Arizona State University in Tempe, AZ. He also holds the AAMS® (Accredited Asset Management Specialist) and CMFC® (Chartered Mutual Fund Counselor) designations from the College for Financial Planning as well as the Financial Industry Regulatory Authority (FINRA) Series 65 certification.

    Group

    Client Service Team

    Investment Advisory

    Certification

    AAMS®

    CMFC®

    Office

    Bellevue, WA

    Contact us

    Jim joined Pathstone in 2020, bringing over 23 years of combined institutional and retail financial services experience to the firm. He is a Manager, responsible for both the oversight, coaching and training of advisors. He also serves on many high and ultra-high net worth relationships and, in doing so, works closely with estate planning attorneys and CPAs.

    Prior to Pathstone, Jim was a Director with Cornerstone Advisors where he led the Associate Client Manager team, served clients, helped develop and implement the training program, and led several projects that enhanced the bill pay processing and implementation of eMoney financial modeling software. Previously, Jim worked at various firms, including the Frank Russell Company where he served in a broad capacity in both operations and investment management.

    Jim earned a Bachelor of Science degree in Finance from Arizona State University in Tempe, AZ. He also holds the AAMS® (Accredited Asset Management Specialist) and CMFC® (Chartered Mutual Fund Counselor) designations from the College for Financial Planning as well as the Financial Industry Regulatory Authority (FINRA) Series 65 certification.