Moran Wealth Management Employee Directory

Moran Wealth Management corporate office is located in 5801 Pelican Bay Blvd Ste 110, Naples, Florida, 34108, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Marketing

C-Suite

Sales

Engineering & Technical

Key Employees of Moran Wealth Management

AS
Anthony Stich
Chief Marketing Officer
PhoneEmail
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Moran Wealth Management Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from Moran Wealth Management

Hundreds of professionals searching for Moran Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RF
Ryan Frank
Email Direct
Vice President
United States , Florida , Naples

JL
Jeffrey LeBriton
Email Direct
Executive Assistant To the President
United States , Florida , Naples

NM
Nicholas Malik
Email Direct
Investment Analyst
United States , Florida , Naples

MM
Michael Mongin
Email Direct
Senior VP, Moran Wealth Management
United States , Florida , Naples

SX
Shichen Xu
Email Direct
Portfolio Manager
United States , Florida , Naples

CC
Charles Chesebrough
Email Direct
Head Managing Director, Quantitative Strategies
United States , Florida , Naples

CS
Christina Shaw
Email Direct
Chief Data Officer
United States , Florida , Naples

CG
Corey Grant
Email Direct
Vice President
United States , Florida , Naples

PH
Peter Hartman
Email Direct
Amd Operations
United States , Florida , Naples

LK
Lauren Kazmierczak
Email Direct
Investment Analyst
United States , Florida , Naples

MS
Mia Safron
Email Direct
Client Relationship Manager
United States , Florida , Naples

LD
Lucca Delcompare
Email Direct
Senior Client Relationship Manager
United States , Florida , Naples

GA
Gina Albergo
Email Direct
Marketing Associate
United States , Florida , Naples

KP
Kaitlin Poterack
Email Direct
Client Relationship Manager
United States , Florida , Naples

MH
Meagan Hernandez
Email Direct
Client Operations Specialist
United States , Florida , Naples

DM
Dan Moran
Email Direct
AV Business Advisor
United States , Florida , Naples

AS
Anthony Stich
Email Direct
Chief Marketing Officer
United States , Florida , Naples

DB
Devon Banning
Email Direct
Financial Consultant
United States , Florida , Naples

KH
Kathleen Herget
Email Direct
Senior Operations Associate
United States , Florida , Naples

SD
Stefanie Drack
Email Direct
Member, Team
United States , Florida , Naples

KG
Korina Gainey
Email Direct
Client Associate
United States , Florida , Naples

DB
Dawn Barakett
Email Direct
Senior Administrative Associate
United States , Florida , Naples

Former Employees at Moran Wealth Management

Explore people who held key positions, contributed to Moran Wealth Management's success, and advanced their careers.

Abigail Rudder

Associate, Relationshi... at BlackRock

Worked as Intern

at Moran Wealth Management (2021-2021)

Direct

Aliq Jivani

Vice President, Extern... at Rice Athletics

Worked as Internship Financial Analyst

at Moran Wealth Management (2022-2022)

Direct

Rocco DiDonato

Undergraduate Teaching... at University of Miami Pa...

Worked as Title

at Moran Wealth Management (2023-2023)

Direct

Mask Content

Client Relationship Ma... at Hilltop Wealth Solutio...

Worked as Senior Client Associate

at Moran Wealth Management (2012-2023)

Direct

Mask Content

Chief Investment Offic... at Summit Wealth Group

Worked as Chief Strategy Officer

at Moran Wealth Management (2022-2026)

Direct

Mask Content

Director, Corporate Co... at Two

Worked as Vice President, Financial Advisor

at Moran Wealth Management (2020-2023)

Direct

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Frequently Asked Questions Regarding Moran Wealth Management Employees

How many employees does Moran Wealth Management have?

Moran Wealth Management has 11-50 employees

Who are Moran Wealth Management key employees?

Some of Moran Wealth Management key employees are Anthony Stich

Where is Moran Wealth Management located?

Moran Wealth Management’s headquarters are located at 5801 Pelican Bay Blvd Ste 110, Naples, Florida, 34108, United States

How do I contact Moran Wealth Management?

Moran Wealth Management Contact Info: Phone number: (239) 920-4440 Website: www.moranwm.com

What does Moran Wealth Management do?

Moran Wealth Management is a prominent independent investment advisor based in Naples, Florida, specializing in personalized wealth and asset management services. The firm offers comprehensive investment solutions for individuals, families, and institutions, providing tailored portfolios and financial plans to meet unique client needs. With a range... Read More

Is Moran Wealth Management a public company?

Moran Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Moran Wealth Management Employees