Cris Moran
Investment Committee Member at EP Wealth Advisors LLC
Profile
Mr. Cristopher J.
Moran, CFA, is a Senior Portfolio Manager at EP Wealth Advisors LLC.
Prior to joining the firm, he was the President of Moran Capital Management, Inc., a registered investment advisor based in Redondo Beach, California.
Prior to establishing Moran Capital Management, Inc. in 2003, he worked as a financial advisor for UBS Financial services, Inc. in Los Angeles.
Previous work experience included managing the marketing research department at SportsLine.com, now a division of CBS.
He also worked for Brand Institute, Inc., a renowned international brand identity consultant.
He is a graduate of Binghamton University, New York and holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
Cris Moran active positions
| Companies | Position | Start |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Committee Member | 01/12/2008 |
Former positions of Cris Moran
| Companies | Position | End |
|---|---|---|
Brand Institute, Inc.
 Brand Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Brand Institute, Inc. provides business consulting services. Its services include brand strategy, name development, market research, regulatory and visual identity. The company was founded by James L. Dettore in 1993 and is headquartered in Miami, FL. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
SportsLine.com, Inc.
 SportsLine.com, Inc. Commercial Printing/FormsCommercial Services Part of Paramount Global, SportsLine.com, Inc. produces and distributes original, interactive sports content, including editorials and analysis. The company is based in New York, NY. The CEO of the company is Ryan Tom. | Corporate Officer/Principal | - |
Moran Capital Management, Inc.
 Moran Capital Management, Inc. Investment ManagersFinance Founded in 1986, Moran Capital Management, Inc. is a hedge fund manager located in Rye, New York. The firm manages the Communications Investment Partners LP. | Corporate Officer/Principal | - |
Training of Cris Moran
| State University of New York at Binghamton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Brand Institute, Inc.
Brand Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Brand Institute, Inc. provides business consulting services. Its services include brand strategy, name development, market research, regulatory and visual identity. The company was founded by James L. Dettore in 1993 and is headquartered in Miami, FL. | Commercial Services |
Moran Capital Management, Inc.
Moran Capital Management, Inc. Investment ManagersFinance Founded in 1986, Moran Capital Management, Inc. is a hedge fund manager located in Rye, New York. The firm manages the Communications Investment Partners LP. | Finance |
SportsLine.com, Inc.
SportsLine.com, Inc. Commercial Printing/FormsCommercial Services Part of Paramount Global, SportsLine.com, Inc. produces and distributes original, interactive sports content, including editorials and analysis. The company is based in New York, NY. The CEO of the company is Ryan Tom. | Commercial Services |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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