Brett Slattery, CFA, joins Moran Wealth Management® as Senior Portfolio Manager
Moran Wealth Management® is pleased to welcome Brett Slattery, CFA, to the firm as a Senior Portfolio Manager on the Asset Management team. Brett joins with extensive experience in equity research, portfolio management, and the application of AI and machine learning to the investment process.
Kevin Warsh’s Selection as Fed Chair: A Credible and Constructive Development
Kevin Warsh’s nomination as the next Chair of the Federal Reserve represents a stabilizing shift for U.S. monetary policy.
Building Careers with Purpose
Moran Wealth Management® launches a new Careers page focused on careers, culture, and employee ownership.
Kory Kelly Joins MWM as Client Engagement Manager
Moran Wealth Management® welcomes Kory Kelly as Client Engagement Manager.
Growth Is in Our DNA
Moran Wealth Management® announces the promotion of Ben Hermiston, Stefanie Murray, and Adam Masterson to Financial Consultant.
2025 Best RIAs to Work For
Moran Wealth Management has been recognized among the 2025 Best RIAs to Work For honoring firms with standout employee satisfaction.
Stefanie Murray Receives CFP® Certification
Moran Wealth Management® recognizes Client Relations Manager, Stefanie Murray for CFP® Certification.
Erika Perez Joins MWM as Client Operations Specialist
Moran Wealth Management® welcomes Erika Perez as Client Operations Specialist on the Wealth Management team.
A New Way to Tell an Enduring Story
Moran Wealth debuts a new cinematic series highlighting the understanding, philosophy, and people behind our approach to wealth management.
Lauren Kazmierczak joins MWM as an Investment Analyst
Moran Wealth Management® welcomes Lauren Kazmierczak as an Investment Analyst on the Asset Management team.