Michael Moore is a seasoned financial professional with more than 20 years of experience. His commitment as Managing Partner at Bigelow is to provide individuals and institutions with investment management services while striving to make a positive impact on their families and communities.
Michael specializes in portfolio management, retirement planning, integrating financial planning with investment management, and cash flow planning. His expertise extends to advising on retirement timing, retirement funding solutions and college education planning. Holding a Chartered Financial Analyst® (CFA) designation, Michael is actively involved in professional organizations such as the CFA Society Maine, CFA Society Boston, and Financial Planning Association.
Outside of the office, Michael is deeply engaged in the community. He resides in Cape Elizabeth with his family, served as an adjunct finance professor at the University of Southern Maine, and volunteered for Trout Unlimited. He holds positions on the CFA Society Maine Board, Thomas Memorial Library Foundation, and St. Alban’s Episcopal Church Endowment Committee. Michael has also volunteered as a bereavement counselor for the Center for Grieving Children.
What sets Michael apart is his genuine love for people and markets. Despite their apparent differences, he sees the parallels in their unpredictability and resilience. Michael thrives on the surprises each day brings, both in the financial markets and the lives of his clients. His belief in trust as the cornerstone of relationships with both clients and markets underscores his commitment to long-term success.
Michael cherishes time with his family, enjoys comedy shows, and has a passion for coaching, golfing, and fishing. A dedicated professional and community leader, Michael Moore strives to contribute to the financial well-being of his clients and the betterment of his community.
EXPERIENCE:
Bigelow Investment Advisors, Managing Partner
Bigelow Investment Advisors, Senior Advisor and Chief Investment Strategist
Bowdoin College, Endowment Officer
Maverick Capital, Managing Director
EDUCATION:
Northeastern University, MS in Finance
University of Georgia, BA in Accounting
CFA Institute and Harvard Business School: 2015 Investment Management Workshop
MEMBERSHIP & CERTIFICATION:
Chartered Financial Analyst (CFA) Charterholder
CFA Institute
CFA Society Maine, Board of Directors
CFA Society Boston
Maine Estate Planning Council
Financial Planning Association (FPA)
CFA: Chartered Financial Analyst. This designation is issued by the CFA Institute. Candidates must have one of the following prerequisites: possess an undergraduate degree and four years of professional experience investment decision making; or four years of qualified work experience (full time, but not necessarily investment related). The candidate is required to follow a self-study program involving 250 hours of study for each of the following three disciplines: Level One: Ethics & Professional Standards; Level Two: Investment Tools & Asset Classes; and Level Three: Portfolio Management & Wealth Planning. Once the designation is issued, no further Continuing Education is required.