Moran Wealth Management® Announces Kaitlin Poterack as Client Service Specialist
NAPLES, Florida – January 15, 2024 – Moran Wealth Management®, a Naples-based investment management firm providing wealth and asset management services, announces Kaitlin Poterack as a Client Service Specialist.
Poterack brings diverse industry experience and a passion for cultivating strong client relationships. In her role, she will provide support to advisors and assist with operational tasks to help deliver a high standard of client service.
After graduating Magna Cum Laude from California Lutheran University with a degree in Business Management, Poterack began her career in financial technology at Informa. There, she collaborated with major banks on operational solutions and client-focused technology initiatives.
Poterack’s career then transitioned into wealth management when she joined her family’s firm, Poterack Capital Advisory, as a Client Relationship Manager. During her four years there, Kaitlin worked closely with custodians such as Fidelity and Pontera, strengthening operational relationships. Motivated by her family’s experiences during the 2008 recession, she is committed to helping clients navigate financial complexities and celebrate life’s milestones.
“I am thrilled to join Moran Wealth Management® and bring my passion for client service and financial planning to this incredible team,” said Poterack. “I look forward to leveraging my experience in both financial technology and wealth management to help our clients achieve their financial goals with confidence and peace of mind.”
“We are pleased to welcome Kaitlin to the team,” said Tom Moran, Chairman, CEO, and CIO of Moran Wealth. “Her experience in financial services and client relationship management, combined with her passion for helping clients, aligns well with our approach to delivering personalized service.”
Outside of her professional pursuits, Poterack is an entrepreneur who combines her creative flair and love of fashion through a vintage consignment business she founded. She and her husband, Troy, are active supporters of the Gut It Out Foundation, which provides resources to individuals navigating autoimmune conditions. A globetrotter who has visited 17 countries, Kaitlin remains rooted in her Chicago upbringing and is committed to uplifting others through optimism and teamwork.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
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 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.
Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name. Moran Wealth Management, LLC is not affiliated with Poterack Capital Advisory. No statement herein should be interpreted as a testimonial or an endorsement of Poterack Capital Advisory’s services.