Moran Wealth Management® is pleased to announce that Brett Slattery, CFA, has joined the firm as a Senior Portfolio Manager on its Asset Management team.
Brett’s addition reflects Moran Wealth Management’s continued investment in strengthening and expanding its investment platform as the firm grows. As client needs become more complex and investment capabilities continue to evolve, the firm remains focused on building depth across its research and portfolio management functions.
Brett brings extensive experience across fundamental equity investing, research leadership, and portfolio management. Throughout his career, he has worked across both asset management and hedge fund environments, with responsibilities spanning equity research, portfolio construction, and investment oversight. Most recently, he served as Chief Investment Officer and Portfolio Manager for multiple equity strategies.
“We are excited to welcome Brett to our team,” said Tom Moran, AIF®, Chairman, CEO, and CIO. “His experience in fundamental equity investing and his work integrating technology into the research process further strengthens our Asset Management capabilities.”
Brett has worked at the intersection of fundamental research and technology throughout his career. He designed and built a proprietary equity research platform to support the research process and improve collaboration across investment teams. He also developed an AI and machine learning–based research system used to support equity analysis and research workflows.
Brett earned his MBA in Finance from Georgetown University and is a CFA charter holder. He has also completed post-graduate programs in AI and Machine Learning and in Data Science and Business Analytics through The University of Texas at Austin Executive Education.
To learn more about how our firm can serve you, read about our services here or schedule a consultation on our Contact page.