Stephen Moore is a CFP® and ChFC® with 33 years of experience in financial advising. He has been with Partners Capital Management, Inc. since 1990. The firm provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Partners Capital Management employs a core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, with investment decisions handled mostly on a non-discretionary basis, leaving final trade approval to clients.

Ellen Powers is a CFP® with 14 years of industry experience, currently serving as an advisor at Partners Capital Management, Inc. She has been with the firm since 1991. Partners Capital Management, Inc. is a fee-only registered investment adviser that provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach with primarily no-load or low-load mutual funds and ETFs, maintaining a predominantly non-discretionary advisory model that leaves final decision authority with clients.