J. North Moore III, CFA ^®

Senior Financial Analyst

North joined Merrill Lynch in 2006 and joined Wickham Cash Partners in 2011. As a Financial Analyst, North assists the team with portfolio management and construction, investment research, customized reporting and relationship management.

North earned his Bachelor's degree from Davidson College, and he maintains the Series 7, 31 and 66 licenses. North holds a Chartered Financial Analyst (CFA^®) designation and is a member of the CFA North Carolina Society. North lives in Charlotte with his wife, Nikki. He serves as a western North Carolina liaison for the American Field Service Intercultural Program, and is actively involved with the United Way of Central Carolinas. He is an avid outdoorsman and enjoys hunting, fly-fishing and marathon running.