James Moise

James Moise is Managing Director and Partner at Little House Capital LLC, based in the greater Boston area. A founding member since 2017, he is a senior member of the investment management team responsible for developing and overseeing asset allocation, investment strategies, and financial products. His responsibilities also include portfolio management and research, with a focus on providing goal-based investment solutions for individuals, families, trusts, and institutional clients.

Moise has built over 16 years of experience in the investment research and management industry. Prior to joining Little House Capital, he held senior positions as Senior Portfolio Manager and Senior Vice President at People’s United Wealth Management, and served as Investment Associate AVP at Eastern Wealth Management. His earlier roles include work at Banc of America Merrill Lynch and Bear Stearns, equipping him with broad expertise in both equity and fixed income markets.

His specific investment focus centers on equity market assessment, portfolio construction, principal protection, and risk management, leveraging both top-down and bottom-up research approaches. James holds a Bachelor of Science in Financial Service Management from Johnson & Wales University and maintains a FINRA License Series 65, underscoring his credentials in investment advisory and wealth management.