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Moore joins Chesapeake Wealth Management team

Chesapeake Wealth Management has announced the addition of Brian Moore as a portfolio manager in its Williamsburg office. Moore has worked in the investment industry since graduating with his MBA from Hofstra University in New York in 2000.

“As a portfolio manager, Brian will provide customized in-house portfolio analysis and investment management to fit each client’s financial goals,” said CWM president John Sadler. 

In 2004, Moore relocated to Williamsburg when he began working for Wachovia Securities in Richmond on their fixed income trading desk. After three years in Richmond, he joined a team in Williamsburg as an institutional investment consultant working with an array of clients including endowments, foundations, insurance companies, public funds, and retirement plans. He and his wife, Katie, live in Williamsburg and have two children, Brendan (10) and William (7).

Chesapeake Wealth Management is a full-service wealth management firm with in-house port...

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