Ryan M. Moran, CFA, CPA, CFP®

Private Client Advisor

Ryan M. Moran CFA, CPA, CFP® joined Highland Investment Advisors in 2024.

Ryan is a multi-disciplined financial advisor, considered to be an “expert generalist”. By integrating investment advice to encompass a family’s financial plan while minimizing the tax impact of decisions, Ryan takes a comprehensive and inclusive approach to meeting a family’s financial goals.

Each family that Ryan works with is unique in its own way. He starts by taking the time to learn about each family’s specific views about their money to better understand their questions and concerns. Looking at the entire financial situation allows Ryan to provide advice personally tailored to each family’s particular situation.  He addresses areas of concern or complexity with stability and simplification.

Prior to joining Highland Investment Advisors, Ryan had 20+ years of experience working within single family offices, multi-family offices, and a private bank. Throughout these experiences, he has refined a wide range of knowledge to help families solve a variety of financial issues and avoid common mistakes.

Ryan holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Milwaukee, where he served on its Board of Directors for nine years. He is a Certified Public Accountant (CPA) licensed in the State of Wisconsin. Ryan is also a Certified Financial Planner® (CFP®). Ryan graduated from the University of Wisconsin-Oshkosh with a bachelor’s degree, double majoring in Accounting and Finance, and from University of Wisconsin-Milwaukee with a Master of Science in Finance.