Moe is a graduate of Colgate University. In 1979 he received his Chartered Life Underwriter® (CLU) designation and followed up in 1982 with the conferment of his Chartered Financial Consultant® (ChFC) designation. Over the years Moe has contributed his time to a number of financial services organizations. He served as president of the Buffalo Association of Insurance and Financial Advisors in 1983 the Buffalo Chapter of the Society of Financial Services Professionals in 2004 and the Financial Planning Counselors of Western New York in 2011.
In addition, Moe is an author having written articles on various financial planning topics during his career. Prominent among his community activities, Moe is a founding director and past president of the Buffalo Renaissance Foundation.