Chelsea Ganey CFA®

Portfolio Strategist

Chelsea is responsible for the firm’s fixed income portfolios, overseeing their investment, trading and monitoring of advisory accounts.  In addition to fixed income, she manages several of Moran Wealth’s equity styles with an interest in socially responsible investing and momentum strategies.

Chelsea earned a Bachelor of Science in Finance with a minor in Economics from Florida Gulf Coast University in 2008. She currently serves on the Board of Directors for the FGCU Alumni Association to promote and assist in events that inspire other graduates to support the university’s academic programs, research, and service opportunities. Chelsea also serves as the President of the House Corporation for the Pi Mu Chapter of Chi Omega at FGCU.

Chelsea has earned the right to use the Chartered Financial Analyst designation and has been a CFA® charterholder since 2014. The CFA® designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. She serves as a member of the CFA® Society of Naples and represents the society in the Florida Collaboration Initiative.

Chelsea loves to read, travel and spend quality time with her husband Michael and their two children, Nora and Clark. As Midwest transplants, she and her family lovingly cheer for the Chicago Bulls, Bears and Cubs.

(239) 920-4435  |