Robert (Toby) Moore, CIMA®

Financial Analyst/ Trader

Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry. Most of that time was spent as an analyst with an investment consulting firm. Mr. Moore performed asset allocation, manager selection and performance analytics of investment managers the firm recommended to foundations, endowments and other clients.

Mr. Moore received a B.S.B.A. in Finance from the University of Tulsa in 1991 and an MBA from the University of Oklahoma in 1992.

Our Team of Experts

  • David Poarch

    Managing Partner

    David Poarch is a Registered Investment Advisor and Managing Partner.

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  • Brett Kramer, CFA

    Managing Partner

    Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

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  • Joel Kantor

    Partner, Financial Planner

    Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

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  • Aimee Boyer, J.D., CFP

    Partner, Financial Planner/Portfolio Manager

    Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

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  • Robert (Toby) Moore, CIMA®

    Financial Analyst/ Trader

    Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.

    Read Bio