Chelsea is responsible for developing, communicating, and executing the strategic plan and growth of Moran Wealth Management®. Prior to this role, she spent 8 years at the firm as a Senior Portfolio Manager responsible for the fixed income and several equity strategies. She serves on both the Executive Committee and Investment Committee at Moran Wealth Management®.
Chelsea earned her BS in Finance from Florida Gulf Coast University. She was awarded the CFA Charter from the CFA Institute in 2014 and is a member of the CFA Society of Naples where she currently serves on the board. In 2021, Chelsea co-founded Southwest Florida Women in Investment Management to support the development and advancement of women in the local finance community.
In addition to her responsibilities at Moran Wealth Management®, Chelsea sits on the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University and is the President of the House Corporation for the Pi Mu Chapter of Chi Omega. Lastly, she is a member of CHIEF, a private organization for women executive leaders.
Chelsea loves to read, travel, and spend quality time with her family. As a Midwest transplant, she lovingly cheers for the Chicago Bulls, Bears and Cubs.
