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About
John H. Moorman, Jr. is a Principal at Anchor Investment Management, LLC, based in Columbia, South Carolina. He has served in senior leadership roles at the firm since joining in 2004 and brings over 20 years of investment industry experience. His responsibilities include guiding client relationships, overseeing portfolio management, and shaping the firm’s investment strategy.
Moorman’s expertise spans traditional equity and fixed income investments, with a particular emphasis on multi-generational wealth management, tailored asset allocation, and fiduciary advisory for individuals, families, and institutions. He draws on his broad background as a former Vice President at major financial firms, including Merrill Lynch and UBS, to deliver personalized investment solutions for Anchor’s diverse client base.
He holds a Bachelor of Science in Business Administration and Management from The Citadel and is recognized for providing long-term, stability-focused financial guidance. Moorman’s significant industry contribution lies in building Anchor’s reputation for client-focused, trust-based advisory services in the Southeast region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anchor Investment Management, LLC | Principal | Unknown to Present | — |
Education
The Citadel
Bachelor of Science - BS, Business Administration and Management, General
Others at Anchor Investment Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Columbia, SC , United States | |
W Walker Williams | Senior Portfolio Manager | Columbia, SC , United States |
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