Michael Moses is a senior member of the investment and advisory team. With more than 25 years of experience, he recently served as a senior product manager at Fidelity Investments where he designed and implemented online educational programs for retail investors. Mike sought to demystify the complexities of the markets and investing, with topics ranging from use of derivatives to charitable giving strategies to individual security analysis. Previously, Mike was a consultant for Fidelity’s Active Trader platform, a financial advisor with Edward Jones, and an equity trader in Boston and NYC.
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