Little House Capital, LLC

James Moise is a financial advisor at Little House Capital, LLC in Braintree, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Little House Capital since 2017 and previously worked at People's United Bank from 2013 to 2017. Little House Capital is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering trustee, family-office, and multi-generational planning services.

Lynn Kelly is a financial advisor at Little House Capital, LLC with one year of industry experience. She holds a Series 65 designation and has been with Little House Capital since 2019. Little House Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, endowments, and other corporate entities. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a primarily long-term investment approach that combines fundamental and technical analysis.

Jeremy David is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Little House Capital, LLC since 2017 and previously spent five years at Peoples United Bank. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering services including trustee, family-office, and multi-generational planning.

Mark Cross Powers is a financial advisor at Little House Capital, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Infinex Investments, Mill River Wealth Management, NHTrust Financial Advisors, and People's United Bank. Little House Capital is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and other corporate clients. The firm offers discretionary investment management, wealth planning, and retirement-plan advisory services using a long-term investment approach that combines fundamental and technical analysis, with an emphasis on ongoing client communication and periodic portfolio reviews.

David Mullen is a CFA® charterholder with four years of industry experience. He has been with Little House Capital, LLC since 2020 and previously worked at EntrepreneursShares and the University of Massachusetts Amherst, Isenberg School of Management. Little House Capital, LLC is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients. The firm provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services, using a long-term investment approach that combines fundamental and technical analysis.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.