John de Carvalho CFA
Chief Investment Officer, Moss Adams Wealth Advisors
John de Carvalho, CFA® Chief Investment Officer Moss Adams Wealth Advisors, John has been in the capital markets industry since 1997. He has worked with business owners, affluent individuals and families, organizations and institutions in shaping their investment objectives and implementing portfolios designed to meet their unique personal goals. As the Chief Investment Officer at Moss Adams Wealth Advisors, John chairs the firm’s Portfolio Management Team and drives the management of our globally diversified investment platform and philosophy. John is responsible for investment policy development, research, portfolio construction, and overseeing the managed assets at the firm. John has extensive experience in the development of strategic and tactic asset allocation models, macroeconomic analysis and forecasting, and leading all aspects of investment research. Before joining Moss Adams Wealth Advisors, John held senior level investment positions within financial services firms for over fifteen years, serving in leadership roles and charitable committees.