Mark Moore

Mark Moore

Formal First Name

Mark Moore is a Managing Director, Senior Portfolio Manager, and Private Wealth Advisor of The 512 Wealth Partners. With extensive and diverse investment and financial planning knowledge, he guides his clients through every type of market environment. His focus includes financial planning, asset management and wealth transfer strategy. His Senior Portfolio Manager designation also includes expertise in discretionary professional portfolio management. Throughout his career, Mark has been recognized to repeatedly receive global and domestic recognition from industry-leading publications such as The Financial Times, Forbes, and Barron's. On top of his financial career, Mark is an active member of several local charitable organizations.

Professional Experience

Academic History

Awards and Recognitions

  • Barron's Top 1,200 Financial Advisors, 2014–2020
  • Barron's Top 1,000 Financial Advisors, 2009–2013
  • Forbes America's Top 250 Wealth Advisors, 2016–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Financial Times Top 400 Financial Advisors, 2013, 2014, 2017
  • UBS Pinnacle Circle Advisor

Community Involvement