Mo started at Enhancing Capital in 2021 as a summer intern and has been with the firm full-time as a Research Analyst since 2022. Mo holds a B.S. in Finance from Messiah University with minors in Economics and Philosophy.
Mo has passed the CFA Level I exam and is a Level II candidate.
At Enhancing, Mo enjoys analyzing new investments, monitoring current and prospective holdings, and discussing (or debating) ideas with the research team. Like the rest of the firm, Mo shares responsibility in various operational tasks ranging from account administration to client service.
If he’s not studying, Mo is usually running on trails near his home in Lititz, spending time with friends and family, discovering a hobby, or learning something new.
Enhancing Capital was founded as a family office in 2007 to manage investments for a family of businesses. Enhancing Capital became a registered investment advisor (RIA) in 2017, today managing over $300 million in firmwide assets.
The information provided herein is for informational purposes, represents only a summary of topics discussed, and does not represent personalized investment advice or recommendations. The opinions expressed herein are those of Enhancing Capital, LLC, which are subject to change without notice.
