George Moore IV has over a decade of experience in portfolio and operations management. As a Senior Portfolio Specialist and member of the investment team at WealthCrossing, he assumes numerous roles to help clients build their tailored portfolios. These responsibilities include portfolio management and execution, research coordination, customized reporting, and operational enhancements.
A Richmond native, George holds a Bachelor of Science in Business Administration from Longwood University. His career spans roles in investment operations, portfolio management, and analytics across multiple firms, providing him with a unique perspective that combines operational expertise with a deep understanding of the markets.
George remains active in his community, serving as President of the Massey Alliance Young Professional Board, which supports cancer research initiatives. Outside the office, he enjoys golf, softball, pickleball, and catching Richmond Flying Squirrels games. A Boston sports fan through and through, George also loves traveling, with his favorite trip to date being his honeymoon to St. Lucia.