Julie Moore is a leading investment research consultant, with decades of experience researching and analyzing public and private investment management firms. JHM Advisory was founded to provide investment management firms with a candid insider consultant perspective to gain a unique edge to help differentiate themselves and consequently grow their businesses.

As a Founder and former Partner of Rocaton Investment Advisors, a leading consulting firm with $600B in assets under advisement (at the time of sale to Goldman Sachs in 2019), Julie built a successful track record advising institutional and high-net worth clients. Julie specialized in identifying best-in-class equity strategies, across all regions, styles and sizes. With over 25 years of experience in the investment consulting industry, she understands the critical attributes for growing successful investment organizations.

Julie was born and raised in Chatham, New Jersey, before she went on to attain her bachelor’s degree from Skidmore College and her MBA from the Tuck School at Dartmouth College. After braving the winters of Hanover, New Hampshire, she chose to make the bright lights of New York City her home. For 20+ years, she enjoyed everything the city had to offer – music, culture, Central Park, Broadway, and restaurants. However, she recently made the move back to her home state of New Jersey. Proximity to her sisters and nephews, love for the Jersey shore and a lifelong pursuit of an in-person Bruce Springsteen sighting - were all too tempting. For Julie, being able to fulfill her professional passion for partnering with investment firms – from home, zoom, or your offices - everything is now possible!