Cris Moran

CFA, CFP®
Portfolio Manager
Education &
Certifications

Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®)

Binghamton University, New York

About Cris
Prior to joining EP Wealth Advisors, Inc., Cris was the President of Moran Capital Management, Inc., a registered investment advisor based in Redondo Beach, California. The firm specialized in portfolio management and financial planning for individuals, families, trusts and small businesses. Cris holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to establishing Moran Capital Management, Inc. in 2003, Cris 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. Cris lives in Redondo Beach with his wife and two boys.
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