Moran Wealth Management® Announces Chief Data Officer Christina Shaw Has Earned CIMA® Certification
NAPLES, Florida – November 12, 2024 – Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, announces Chief Data Officer Christina Shaw has earned her Certified Investment Management Analyst® (CIMA®) certification.
By completing the certification process, Shaw joins a community of just over 8,500 CIMA® certificates around the world. Extensive study is often required for applicants to pass the 4- hour examination. Preparation for the exam involves completing the CIMA curriculum, which can provide extensive, multi-faceted knowledge to recipients and may take 6 to 9 months to complete, according to the Investments and Wealth Institute®, provider of the CIMA® Certification.
The CIMA curriculum spans five core areas:
Fundamentals: Includes statistical analysis, financial concepts, and global capital markets, focusing on foundational investment knowledge.
Investments: Covers equity, fixed income, and alternative investments, emphasizing asset classes, valuation, and risk factors.
Behavioral Finance & Portfolio Theory: Examines investor behavior, asset pricing models, and principles of portfolio construction.
Performance & Risk: Focuses on measuring returns, assessing performance, and understanding portfolio risk.
Portfolio Management: Delves into client needs assessment, policy development, and portfolio monitoring.
Shaw has been with Moran Wealth Management® for over nineteen years. During her tenure, Shaw has grown from Client Associate to Registered Client Associate, to Financial Consultant, to Director of Risk Management, Chief Trading Officer and Chief Data Officer. In her current role, Shaw oversees the integration of Moran Wealth systems between departments, manages data within multiple software applications, and evaluates performance measurement of the firm’s strategies — including maintenance, calculation and analysis.
A graduate of Florida Gulf Coast University with a Bachelor of Science in Finance and a Master of Business Administration, she also holds several other industry certifications including Series 7, 66 and a Certificate in Investment Performance Measurement from the CFA Institute.
“I am proud to earn this distinction and grateful to have had the steadfast support from the leadership team at Moran Wealth throughout the entire process,” said Shaw. “I look forward to the new opportunities this certification will deliver in support of our firm.”
As Chief Data Officer, Shaw helps the Moran Wealth team identify the specific risk exposure inherent in individual investment decisions. Her thoughtful, strategic insight helps clarify concerns for more effective risk/benefit analysis.
“We are tremendously proud of Christina for this outstanding accomplishment. Earning this certification required extensive study and dedication,” said Tom Moran, Chairman, CEO, and CIO of Moran Wealth Management®. “Throughout her more than 19 years with the firm, Christina has demonstrated an exceptional work ethic and professionalism. We are excited for her as she continues to grow professionally in service to our clients.”
A Fort Myers native, Shaw, serves as a Board Member of youth football/cheer organization Estero Mustangs, where she has also been on the Athletic Committee, Assistant Cheer Coordinator and Assistant Cheer Coach.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov. This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.