Doug Moon, CFA
Co-Founder & Chief Executive Officer
Prior to founding O.F.O Partners, Doug spent twenty years coordinating the financial activities of large families and family offices. At the J.P. Morgan Private Bank and Goldman Sachs, he oversaw investing, lending, fiduciary, banking, and philanthropic needs for ultra-high net worth families, their related trusts and foundations. His investment career began at Cambridge Associates, where he evaluated managers and portfolios for endowments and foundations.
Doug serves on the Foundation Board of the South Shore Health System, the Board of The Company Theater in Norwell, and the Investment Board of the South Shore Chamber of Commerce.
Doug earned an MBA degree from Cornell University and a bachelor’s degree, with honors, from the University of New Hampshire.
