Chris Moran

Managing Principal, Advisor at SAVVI Wealth Partners and 6 other companies
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Bio

Chris Moran is the Managing Principal and Advisor at SAVVI Wealth Partners, a financial life planning firm that focuses on helping clients design their best life. Prior to SAVVI Wealth Partners, he was Director of Asset Allocation and Alternative Products at Columbia Management. During his tenure at Columbia, he helped grow the team's assets from $5 billion to over $12 Billion. He received his B.S. in Business Administration from Salem State University. He is a registered investment advisor representative.

Employment
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  • SAVVI Wealth Partners (https://www.savviwp.com/)
    Managing Principal, Advisor
    started Dec 2020
  • SAVVI Financial (https://www.savvifi.com/)
    Partner, Relationship Manager
    started Jun 2018
  • Analytics Wealth Advisors (acquired by Ameriprise Financial Services)
    Partner, Lead Advisor
    Dec 2014 – Dec 2020