Asset & Portfolio Management Team Naples, FL

Asset Management

Search or filter our team members below

Thomas Moran

AIF®

Chairman | CEO | CIO

Charles Chesebrough Jr.

CFA

Managing Director | Head of Quantitative Strategies

Arian Mirfakhraee

CETF®

Portfolio Manager

Patrick Moran

Chief Technology Officer

Shane Xu

Vice President | Portfolio Manager

Christina Shaw

CIMA®, CQF, CIPM

Chief Data Officer

Eftina Coma

Investment Analyst

Isabella Arias

Investment Analyst

Lauren Kazmierczak

Investment Analyst

Nicholas Malik

Investment Analyst

Justin Roth

Investment Analyst

Peter Hartman

Senior AMD Operations Associate