Shawn Moran
Managing Director, Senior Wealth Advisor, Market Lead
Shawn says client-facing wealth management allows him to do the two things he enjoys most: helping people and following the capital markets.
Joined Lido: 2020
Homebase: Atlanta
Professional Focus: As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.
Education: B.B.A., Finance, The University of Georgia
Previous Work Highlights: Shawn began his career in private client development at Crawford Investment Counsel in Atlanta where he built investment and financial plans for high-net-worth clients and gained invaluable experience in the investment research process. He firmly believes that comprehensive estate, tax, and financial planning should be a part of an investment management relationship and that ultimately drove his decision to join Lido.
Personal Facts: When Shawn isn’t helping clients, he’s spending time with his three kids and wife, Julie. He enjoys playing and watching golf, baseball, and football and travelling with his family.
