SEATTLE — Moss Adams Wealth Advisors LLC, a wealth management firm that provides collaborative strategies to help sophisticated investors build, manage, and preserve their net worth, announced today that John de Carvalho has joined the firm as its chief investment officer.
A CFA® charterholder with more than 10 years of capital markets experience, de Carvalho will be responsible for overseeing more than $1.6 billion in managed assets. He will work with clients across the nation from the firm’s Seattle office.
“As we continue to grow and our clients’ needs become more sophisticated, it has become necessary to have a chief investment officer who can drive the future of our expanding asset portfolios,” said Rebecca Pomering, CEO of Moss Adams Wealth Advisors. “John is an incredible asset to the firm, and his thought leadership is going to bring a tremendous amount of value to our clients.”
Most recently de Carvalho served as director of portfolio management and research at Rainier Group Investment Advisory LLC, where he was responsible for developing the group’s strategic and tactical asset allocation models, macroeconomic analysis and forecast and all aspects of investment research. He previously served as a senior analyst for Symetra Financial, where he developed the newly formed company’s treasury department, created the firm’s cash flow forecasting model and variance reporting and executed short-term investments and analyses.
“I’m thrilled to be joining Moss Adams Wealth Advisors at such an exciting time for the firm,” said de Carvalho. “I look forward to expanding on its already robust platform through technology and operational enhancements and by identifying ways to better serve individuals, middle-market businesses and their owners. Moss Adams is well known for both its unique client offerings and its strong culture, so I’m very excited to join the team.”
A graduate of the University of Washington, de Carvalho earned his Bachelor of Arts in Business Administration with a focus on economics and finance. He is a member of the CFA Institute and the CFA Society of Seattle.
Moss Adams Wealth Advisors is a wholly owned subsidiary of Moss Adams LLP, the largest accounting and business consulting firm headquartered in the West.
About Moss Adams
Moss Adams is one of the largest accounting and consulting firms in the nation. Together with its affiliates, the firm provides insight and expertise integral to its clients’ success, serving public, private, and not-for-profit enterprises across the nation and in a wide range of industries.
Moss Adams LLP is a national leader in assurance, tax, consulting, risk management, transaction, and wealth services.
Moss Adams Wealth Advisors LLC provides investment management, personal financial planning, and insurance strategies to help clients build and preserve their wealth.
Moss Adams Capital LLC offers strategic advisory and investment banking services, helping clients create greater value in their business.