Shane Xu

Portfolio Manager

Shane has made the longest journey of any member of the Moran Wealth Management^® team, joining us from Sichuan, a province in southwestern China recognized as the primary territory for the famous giant pandas. A Portfolio Manager with Moran Wealth, Shane came to the United States as a student, and earned his bachelor’s degree in economics, and master’s in management. He has continued his professional development, receiving Series 7 and 66 registrations and is a CFA level II candidate. True to his heritage, Shane’s favorite cuisine is Chinese, though an unfortunate intolerance of spicy foods prevents him from pursuing that passion to its fullest. His always palatable guilty pleasure is Chick-fil-A. Shane’s superpower aspirations include teleportation.

Shane Xu

Portfolio Manager

(239) 920-4437 | Shane.Xu@MoranWM.com