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ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST
Hometown:
Education: Yale University, B.A. in History; Dartmouth College, M.B.A.
Experience: 30 Years
Fun Fact:
James Moore, CFA
Jim joined the firm in 2015 as an Analyst on the portfolio management team. Prior to joining Waycross Partners, Jim was the Principal and Chief Investment Officer of Olmsted Capital, LLC. Jim attended Yale University, where he earned a bachelor's degree in history and went on to earn an MBA from Dartmouth College in 1994.
Jim has almost three decades of investment experience, having worked previously at State Street Research and 1838 Investment Advisors before relocating to Louisville in 2005.
Jim is a former board member and Treasurer of the Louisville Ballet. Jim is currently a board member of the Gibbs Foundation, which has funded Louisville-based medical research at the Brown Cancer Center and the Cardiovascular Innovation Institute. Jim is a CFA charter holder and member of the CFA Society of Louisville.
Investment Team
Relationship Management Team
Our Strategies
Built upon our Key Driver Approach
Focused Core Equity
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Managed Risk Equity
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Long/Short Opportunity L.P.
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