Marcus N. Moore
Gestore di Portafoglio-Azioni presso Osterweis Capital Management, Inc.
Profilo
Mr. Marcus N.
Moore is an Assistant Portfolio Manager at Osterweis Capital Management, Inc. He joined the firm in 2022 as part of the Zeo Capital Advisors team transition.
Mr. Moore is an Assistant Portfolio Manager for the sustainable credit strategies.
Before joining Zeo in 2019, Mr. Moore worked at Wells Fargo Bank for 14 years as an Analyst within Principal Investing, responsible for the retail, consumer, and gaming sectors across various asset classes including high yield bonds, leveraged loans, and structured products.
Prior to working at Wells Fargo, Mr. Moore worked at Edison Mission Energy as an Analyst and at Hamilton Resources, Procter & Gamble, and Goldman Sachs.
Mr. Moore graduated from Morgan State University in Baltimore, MD (B.S.
in Accounting) and from the University of California, Los Angeles Anderson School with an M.B.A.
He also holds the CPA designation.
Posizioni attive di Marcus N. Moore
| Società | Posizione | Inizio |
|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Gestore di Portafoglio-Azioni | 01/01/2022 |
Precedenti posizioni note di Marcus N. Moore
| Società | Posizione | Fine |
|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 01/06/2019 |
Zeo Capital Advisors LLC
 Zeo Capital Advisors LLC Investment ManagersFinance Zeo Capital Advisors LLC (ZCA) is a registered investment advisor headquartered in San Francisco, California and was founded in 2009. ZCA provides investment advisory services to individuals, high-net worth individuals, institutions and the Funds. | Analista-Rendimento Fisso | - |
Formazione di Marcus N. Moore
| Morgan State University | Undergraduate Degree |
| Anderson School of Management | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Zeo Capital Advisors LLC
Zeo Capital Advisors LLC Investment ManagersFinance Zeo Capital Advisors LLC (ZCA) is a registered investment advisor headquartered in San Francisco, California and was founded in 2009. ZCA provides investment advisory services to individuals, high-net worth individuals, institutions and the Funds. | Finance |
- Borsa valori
- Insiders
- Marcus N. Moore
