Moran Wealth Announces Samuel Cabral as Client Operations Specialist
Moran Wealth Management® welcomes Samuel Cabral to the team as Client Operations Specialist.
From Strategy to Impact
At INSITE 2025, Chief Data Officer Christina Shaw of Moran Wealth joined BNY Pershing’s Christina Townsend to discuss the evolution of wealth management.
Moran Wealth Announces Justin Claussen as Client Operations Specialist
Moran Wealth Management® welcomes Justin Claussen to the team as Client Operations Specialist.
The Digitally Borderless Society Is Coming—And Faster Than We Think
Anthony Stich, CMO at Moran Wealth Management®, explores how blockchain, AI, and decentralization are reshaping identity, ownership, and the future of wealth.
Moran Wealth Announces Nicholas Malik as Investment Analyst
Moran Wealth Management® welcomes Nicholas Malik to the team as Investment Analyst.
Adam Masterson Receives SE-AWMA™ Designation
Moran Wealth Management® recognizes Client Relations Manager, Adam Masterson for SE-AWMA™ designation.
Christian Pineda Receives SE-AWMA™ Designation
Moran Wealth Management® recognizes Finance Officer, Christian Pineda for
SE-AWMA™ designation.
Moran Wealth Announces Catherine Jeanty as Client Operations Specialist
Moran Wealth Management® welcomes Catherine Jeanty to the team as Client Operations Specialist.
Anthony Stich Departs Market Counsel, Joins $5B RIA Moran Wealth Management®
Anthony Stich, joins $5B RIA Moran Wealth Management® as Chief Marketing Officer, bringing deep industry experience to the growing firm.
Moran Wealth Management® Appoints Anthony Stich as Chief Marketing Officer; Kylen O’Keeffe Named Chief Brand Officer
Kylen O’Keeffe has been named Chief Brand Officer—a newly created role responsible for overseeing strategic positioning, brand identity, and the client experience across the firm. As part of this evolution, the firm proudly welcomes Anthony Stich as Chief Marketing Officer to deepen its digital marketing expertise and further expand its reach across new platforms and audiences.