Practical analysis for investment professionals

John W. Moore CFA, CAIA

3 Posts


As STRATVIEW’s director of investments, John W. Moore, CFA, CAIA, chairs the Investment Committee and guides its portfolio construction, asset allocation, and investment selection processes. He also leads the team’s dynamic research efforts to blend a deep knowledge of the ever-evolving financial market landscape with advanced portfolio management techniques. With these insights, Moore provides proactive guidance to synchronize customized investment strategies with clients’ comprehensive wealth management strategies. Before joining STRATVIEW in 2022, he was a member of PNC Asset Management Group’s Investment Strategy team, which was responsible for developing financial market views and transforming them into strategic and tactical asset allocations in client portfolios. On this team, Moore helped craft and implement the firm’s investment philosophy and process, authored or co-authored periodic thought leadership publications, and helped drive a number of alternative investment initiatives. In addition, he collaborated frequently with PNC’s Advantage Equity team before joining full-time as an equity research analyst. Moore graduated with a BA in economics from the University of Virginia and an MS in commerce-finance from the University of Virginia McIntire School of Commerce. He holds the chartered financial analyst (CFA®) and chartered alternative investment analyst (CAIA®) designations and maintains his FINRA Series 7 and Series 63 registrations. Outside of work, Moore enjoys spending time with his friends and family, playing golf, and reading.

Author's Posts
It’s Not Always the Economy: Five Questions to Gauge Financial Markets

The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters.

Five Reasons Why Writing Is the Most Underrated Investment Skill

Writing should serve an active role throughout our investment process. Here’s why.

Down the Rabbit Hole: A Cryptocurrency Primer

Bitcoin and cryptos are not suitable for all investors, but the world of digital assets may be more than a passing fad.

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