Arian Mirfakhraee

Arian Mirfakhraee is a Portfolio Manager at Moran Wealth Management in Naples, FL, where he specializes in the construction and management of client portfolios with a particular focus on exchange-traded funds (ETFs) across asset classes. He is responsible for ensuring that investment portfolios align with client-specific guidelines and long-term financial objectives, conducting both fundamental and quantitative analysis in collaboration with the firm’s investment team.

Arian holds the Certified ETF Advisor (CETF®) designation, which reflects his deep expertise in the ETF space and portfolio construction, as well as FINRA Series 7 and 63 certifications. His sector focus includes fixed income (notably U.S. Treasuries and investment-grade corporate bonds), short- and intermediate-duration ETF strategies, and he is actively involved in developing customized solutions addressing reinvestment risk and current market yield environments.

His prior experience includes roles as Capital Markets Senior Associate at J.P. Morgan Asset Management, ETF Analyst at Pelican Bay Capital Management, Senior Analyst and Trader at ProShares, as well as positions with FINRA and Bloomberg. Arian earned a bachelor’s degree in finance from the Robert H. Smith School of Business at the University of Maryland, and is recognized for both his technical expertise and client-focused investment approach.