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About
John Moran serves as an Investment Analyst at Thompson, Siegel & Walmsley LLC (TSW) in Richmond, VA, where he specializes in investment research and portfolio analysis for clients ranging from high-net-worth individuals to institutional investors. At TSW, Moran is part of the Strategic Advisory team, contributing to asset allocation and the implementation of value-oriented investment strategies across domestic equity, international equity, long/short equity, and fixed income securities.
He covers a variety of asset classes, including domestic and international equities and fixed income, applying his expertise to diversified markets and tailored portfolio construction. His role involves thorough financial analysis, supporting portfolio managers with research and recommending investments that align with client objectives and risk tolerances.
Prior to joining TSW in 2023, Moran was a Client Service and Marketing Analyst at Agincourt Capital Management, LLC, where he gained experience in client relations and investment marketing. Moran holds a Master of Business Administration (MBA) in Finance from Drexel University’s LeBow College of Business and a Bachelor of Science in Business Administration with a concentration in Finance from the University of Richmond. He has also earned the Chartered Financial Analyst (CFA) designation, demonstrating his commitment to investment industry standards and analytical rigor.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TSW (Thompson, Siegel & Walmsley LLC) | Investment Analyst | Jan 2023 to Present | — |
| Douglas S. Freeman High School | High School Varsity Basketball-Assistant Coach | Nov 2018 to Present | — |
| AGINCOURT CAPITAL MANAGEMENT, LLC | Client Service and Marketing Analyst | Feb 2018 to Dec 2022 | — |
| DDJ Capital Management | Business Development Intern | Jun 2016 to Aug 2016 | — |
Education
Drexel University's LeBow College of Business
Master of Business Administration - MBA, Finance and Financial Management Services
2016 — 2017
University of Richmond - Robins School of Business
Bachelor of Science in Business Administration (B.S.B.A.), Concentration in Finance
2012 — 2016
The Hill School
2011 — 2012
Malvern Preparatory School
2007 — 2011
Others at Thompson Siegel & Walmsley LLC (24)
| Name | Role | Location |
|---|---|---|
| Portfolio Analyst | Richmond, VA , United States | |
| Portfolio Manager | Richmond, VA , United States | |
| Equity Analyst | Richmond, VA , United States | |
| Portfolio Manager and Equity Research Analyst | Richmond, VA , United States | |
| Research Analyst | Richmond, VA , United States | |
| Portfolio Manager - Emerging Markets | Richmond, VA , United States | |
| CEO and Portfolio Manager at Thompson, Siegel and Walmsley, LLC (TSW) | Richmond, VA , United States | |
| Portfolio Manager and Analyst | Richmond, VA , United States | |
M Matthew Kiselica | European Equity Trader | Richmond, VA , United States |
| Client Portfolio Manager | Richmond, VA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Investment Associate | 1607 Capital Partners, LLC | Richmond, VA , United States | |
| Partner | 1607 Capital Partners, LLC | Richmond, VA , United States | |
A Asheel Shah | Senior Managing Director, Head of Real Estate | Ejf Capital LLC | Arlington, VA , United States |
| Partner, Managing Director, Head of Business Development | Ejf Capital LLC | Washington, DC , United States |
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