Financial Advisor & Managing Partner

Shelby Moore

Shelby joined The Oak after spending 10 years working in the chemical and paper industry. He spent his first years with the company taking on new roles and challenges within the business, learning more about the industry. Shelby takes on a new role as Managing Partner with his lifelong friend and colleague Jeremy Vernor. Shelby works closely beside his dad and CEO Rick Moore to manage accounts and take care of families.

Outside of his role as managing partner Shelby is an analyst for mutual funds, separately managed accounts, and fee-based portfolios. Shelby also focuses on college planning for the team, and assists in the research of alternative investments such as REIT’s, Oil and Gas Limited Partnerships, and Managed Futures.

He strives to have a working knowledge of the best products available in the marketplace.


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