Charlie C. Moran
Profile
Mr. Moran joined Rothschild Asset Management in 2002.
Prior to joining the firm, he worked as an analyst for 10 years at Value Line, four of which were in asset management.
Mr. Moran earned a BS from Claremont-McKenna College and an MBA from New York University.
Former positions of Charlie C. Moran
Companies | Position | End |
---|---|---|
VALUE LINE, INC. | Corporate Officer/Principal | - |
Rothschild & Co. Asset Management US, Inc.
Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs. | Portfolio Manager-Equities | - |
Training of Charlie C. Moran
Claremont McKenna College | Undergraduate Degree |
New York University | Masters Business Admin |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
VALUE LINE, INC. | Consumer Services |
Private companies | 1 |
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Rothschild & Co. Asset Management US, Inc.
Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs. | Finance |
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