Joe Galli President of Carpenter Group

Jim Moore


Jim Moore tells our clients’ stories. A talented writer and editor, Jim began his communications career as a journalist covering financial services firms. After a decade in the media, he transitioned to marketing communications, helping companies like Citi, JPMorgan, Credit Suisse and Bank of America acquire new clients and deepen their relationships with existing ones. Over his 25-year career in financial services marketing, Jim has supported product launches, crafted enterprise value propositions, and leveraged thought leadership to showcase the expertise and capabilities of diverse financial advisors. His experience extends to capital markets, asset management and wealth planning.

BA in history, Trinity College (Connecticut)