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.
Moran Wealth Announces Kaitlin Poterack as Client Service Specialist
Moran Wealth Management® welcomes Kaitlin Poterack to the team as Client Service Specialist.
Arian Mirfakhraee Receives CETF® Designation
Moran Wealth Management® recognizes Portfolio Manager Arian Mirfakhraee for CETF® designation.
Private Equity’s Promise Excites Some Wealth Advisers but Leaves Others Cold
Chelsea Ganey of Moran Wealth reflects on the evolving landscape of private equity.
Gulfshore Playhouse Donor Spotlight – Sandi & Tom Moran Season Benefactors
We are honored to recognize Sandi and Tom Moran, whose generosity and support are reflected in the name of this theater—the Moran Mainstage.