Matthew Moran is a Senior Administrative Associate and has been providing comprehensive wealth management services to his clients for the last three years. Matt joined the firm in 2021 and works with private clients and institutions to create investment plans tailored to each individual’s unique needs. With his experience and commitment to service, Matt develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients address their financial objectives. 

Prior to joining the firm, Matt worked in fundraising at the University of Missouri, while pursuing his MBA. Matt is a two-time graduate of the University of Missouri, earning both a computer science degree and an MBA. He holds FINRA Series 7 and 66 Licenses and recently earned the CFP® certification.