Robert Moser

Chief Executive Officer at Laird Norton Wealth Management, Inc.

Robert Moser

Robert Moser

Chief Executive Officer at Laird Norton Wealth Management, Inc.

Overview
Career Highlights

Asset Management Advisors LLC
Laird Norton Wealth Management, Inc.
Laird Norton Tyee Asset Strategies LLC

RelSci Relationships

1291

Number of Boards

5

Contact Data
Trying to get in touch with Robert Moser? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Robert Moser likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Laird Norton Co. LLC

Relationship likelihood: Strong

Executive Director, CSF-DC at College Success Foundation

Relationship likelihood: Strong

Director at Young Womens Christian Association USA

Relationship likelihood: Strong

Managing Director of Marketing & Communications at Laird Norton Tyee Asset Strategies LLC

Relationship likelihood: Strong

Managing Director of Tax & Financial Planning at Laird Norton Tyee Asset Strategies LLC

Relationship likelihood: Strong

General Counsel & Chief Compliance Officer at Laird Norton Tyee Asset Strategies LLC

Relationship likelihood: Strong

Chief Investment Officer at Laird Norton Tyee Asset Strategies LLC

Relationship likelihood: Strong

Employee at Laird Norton Tyee Asset Strategies LLC

Relationship likelihood: Strong

Chief Operating Officer at College Success Foundation

Relationship likelihood: Strong

Co-Founder at College Success Foundation

Relationship likelihood: Strong

In The News
Marketline Newswire
February 16, 2017
Laird Norton announces leadership changes
The Washington Post
August 6, 2015
Prince William Countyhome sales
Paths to Robert Moser
Potential Connections via
Relationship Science
You
Robert Moser
Chief Executive Officer at Laird Norton Wealth Management, Inc.
Education
Bachelor's in Economics & English

Dickinson College, founded in 1773, is a highly selective, private residential liberal-arts college known for its innovative curriculum. Its mission is to offer students a useful education in the arts and sciences that will prepare them for lives as engaged citizens and leaders. The 180-acre campus of Dickinson College is located in the heart of historic Carlisle, Pa. The college offers 42 majors with an emphasis on international studies, has more than 40 study-abroad programs in 24 countries on six continents and offers 13 modern languages.

Memberships
Career History
Chief Risk Officer & Chief Strategy Officer of Wealth & Investment Management Division
Prior - 2007

SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA.

Relationship Manager, Personal Trust Division
Prior
President
Prior

AMA analyzes securities by using fundamental analysis. Their main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, and company press releases. To provide a steadier source of cash for the portfolio, they invest in bonds and preferred stock. The firm may also use margin transactions and option writing (covered calls) when investment opportunities warrant. AMA distinguishes between two types of risk which are stock price volatility and permanent loss of capital to make investment decisions.

Boards & Committees
Member, Board of Directors
Current

Part of Laird Norton Co. LLC, Laird Norton Wealth Management, Inc. is a company headquartered in Seattle, WA, that provides wealth management services.

Member, Board of Directors
Current

College Success Foundation provides a unique integrated system of supports and scholarships to inspire underserved, low-income students to finish high school, graduate from college and succeed in life.

Member, Board of Directors
Current

PREPARE LOW-INCOME STUDENTS TO FINISH HIGH SCHOOL, GRADUATE COLLEGE AND SUCCEED IN LIFE

Director
Current

Virginia Mason Foundation provides philanthropic support for extraordinary patient care at Virginia Mason. The company is headquartered in Seattle, WA.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$2,500 - $4,999
2006

Children's Home Society of Florida, Inc. provides support services for children and families. It offers adoption, fostering, dependency case management, community schools, residential group care, family visitation, community outreach, and counseling services. The company was founded on November 17, 1902 and is headquartered in Winter Park, FL.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Robert Moser. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Robert Moser's profile does not indicate a business or promotional relationship of any kind between RelSci and Robert Moser.