Moran Wealth Management® Welcomes Tyler Hardt CFA as Senior Portfolio Manager
NAPLES, Fla. – February 2023 – Moran Wealth Management®, an investment management firm based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies, announces that it has appointed Tyler Hardt as Senior Portfolio Manager. An industry veteran with over 14 years of professional experience, Hardt will transfer his extensive skillset to his new role.
As an integral part of the Asset Management Division of Moran Wealth, Hardt will be primarily responsible for the selection of individual securities within the firm’s actively managed strategies. His duties will include sharing market outlooks and investment philosophy with advisors, clients, and employees to create a shared vision of meeting goals and objectives.
“I am looking forward to this incredible opportunity to utilize my skills and knowledge at Moran Wealth Management® and create positive momentum to support the fast-paced growth here,” said Hardt. “This is an exciting chapter for me as I refocus my commitment to offering proven strategies offset by lower fees for my clients under the Moran umbrella.”
“Tyler’s extensive career and notoriety in the industry speaks for itself, and we are truly honored to have him as Senior Portfolio Manager with insight that will add to the total capabilities of our firm” said Tom Moran, Chairman, CEO and CIO of Moran Wealth Management®. “His mission to divert from that of traditional financial advisors and offer significant value at a substantial discount is one that we are excited to move forward with.”
Hardt is an MBA graduate of The Wharton School at the University of Pennsylvania with Honors in Finance, in addition to earning his B.S. in Finance from the University of Maryland. Prior to founding his own firm, Pelican Bay Capital Management, the Naples native spent two years with American Tire Distributors as a strategic planning analyst before coming to Artisan Partners in 2009 and working as an equity analyst until 2018. Tyler’s roles included Mergers and Acquisitions where he aided in the acquisition of five companies, performing a geographic rollup of competing Tire Wholesalers. He is a CFA Charter holder and Board Member for the Naples CFA Society as well as the author of Value Investing: A Disciplined Framework.
Hardt will join Moran during a time of continued widespread recognition within the past year including earning a coveted spot as one of the Barron’s 2022 Top 100 Private Wealth Management Teams. Moran himself was also listed among Barron’s 2022 Top 1,200 Financial Advisors and the Barron’s 2022 Top 100 Financial Advisors in America, the 12th consecutive year for both. Additionally, he was named to the Forbes 2022 Best-In-State Wealth Advisors list, the top ranked within the South Florida region.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com. Moran Wealth Management®, LLC is a registered investment adviser. For additional information about Moran Wealth Management®, LLC, including its services and fees, send for the firm’s disclosure brochure using the contact information above or visit advisorinfo.sec.gov Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name.