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Brian M
CFA®, Series 63
Darien, CT
Soaring Capital Management, LLC
Brian Moss is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is the sole advisor at Soaring Capital Management, LLC, an independent firm based in Darien, CT. His prior work includes roles at Barington Capital Group, L.P., and entrepreneurial consulting activities. Soaring Capital Management, LLC provides comprehensive wealth management for high net worth and ultra-high net worth clients, focusing on concentrated advisory relationships. The firm employs an institutionally oriented, evidence-based investment approach with access to private-market strategies and incorporates quantitative tools, generative AI assistance, and tax-aware techniques.
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