Mike Moore, Managing Director

Mike Moore founded Crestline Capital, LLC in 2007 as a fee-only wealth management firm that specializes in creating investment plans and designing custom portfolios for individual clients. The focus is on helping clients reach their long-term goals by creating investment strategies that are appropriate for their situation.

Mike grew up on the East Coast and attended the University of Virginia. He graduated from the McIntire School of Commerce School in 1980 and then worked at Price Waterhouse in Boston as an accountant for four years. He went on to the UCLA Anderson School, earning his MBA in Finance in 1986. He then worked for Morgan Stanley in Chicago as an institutional bond salesman until mid 2000. He moved to Oregon and where he lives in Lake Oswego, OR. with his wife and three children. He has twin daughters who attend Stanford University and a son in high school.

Mike has always been interested in investing. He started the firm because he thought that most people did not understand investing and Wall Street was poorly suited to help individual retail investors. He enjoys helping clients follow a sensible investment strategy and in building long-term relationships with his clients.

Mike enjoys spending time with his wife and family, golfing, watching his son’s tennis matches and catching up with old friends. He is an active member of the Lake Oswego Rotary.