Rui (Roy) M. Moura, Consulting Partner, Gig Harbor WAStrategic Marketing and Business Development
Leadership and Organizational Development
Rui is the creator of the Business Alignment Management Tool (BAT) – a comprehensive step-by-step planning process enabling businesses to define a strategic vision, determine their mission, develop a focused strategy, and create a plan to achieve it.
His current focus is helping RIA firms transition to a business development manager model, allowing the investment professionals to focus on client service and portfolio management. Rui has 24 years in the Financial Services industry, in a C-Level capacity and as a partner in two entrepreneurial ventures serving the intermediary markets (HNW RIA, Multi-Family Offices and CFP firms) in the US, Canada and Europe. While the head of marketing and communications at Russell Investments he was instrumental in turning around its US and Canadian RIA businesses, resulting in AUM growth of $13 billion.
A graduate of the University of Massachusetts and an alumni of the Babson College Olin Management School of Entrepreneurial Studies, he is also a past Chairman of the Corporate Executive Committee of the FPA and guest lecturer at industry conferences on business and organizational development. Rui is a retired Lieutenant Colonel and Commanding Officer in the United States Marine Corps.
A fervent Boston sports fan, he now resides in the Great Pacific Northwest and has an open invitation for those who enjoy salmon fishing and crabbing. Contact Rui at rui@stockholmcompanies.com