Bob Moore Email & Phone Number

As a Partner and Senior Analyst, I have over 40 years of professional investment experience. My investment start came in 1983 on the floor of the Philadelphia Stock Exchange. After several years as an options broker I was recruited by Merrill Lynch to work on the Institutional Foreign Currency desk as a Foreign Exchange Options Broker . I later accepted a position as an Options Trader for Pro Edge Fund on the Philadelphia Stock Exchange (PHLX). At Pro Edge Fund, I was responsible for research and option strategy design for the sole purpose of trading multiple stocks and options in order to add to the bottom line of the fund in a positive way. After 5 successful years as a trader, I transitioned my career after 911 and began a 14-year tenure at Morgan Stanley. I served as an Analyst and Wealth Advisor on a team managing $600+ million. I hold a Series 7, 31, 66 along with Health + Life Insurance licenses. I left Morgan Stanley to become a fiduciary on an Independent RIA team at Pine Valley Investments in March of 2016 and continue my career with a remarkable team.

Listed skills include Trading, Portfolio Management, Options, Finance, and 1 others.