You're signed outSign in or to get full access.
About
Shichen Xu is a Portfolio Manager and Vice President at Moran Wealth Management, LLC, based in Naples, FL. In this role, he is responsible for constructing and managing client portfolios, focusing on asset management and private wealth advisory for high-net-worth individuals and families. He demonstrates particular expertise in equity and fixed income allocation, alongside alternative investments within the private wealth sector.
Prior to his current position, Shichen served as an Investment Analyst at Moran Wealth Management from 2018 to 2024, where he conducted market research and portfolio analysis, and as a Client Associate at Moran Edwards Asset Management Group. His work has consistently involved quantitative research, strategic asset selection, and risk management, contributing to optimal portfolio performance and customized investment solutions.
Shichen earned a Master of Science in Management from the University of Notre Dame's Mendoza College of Business and holds a Bachelor’s degree in Economics from Sewanee-The University of the South. He has successfully passed CFA Level I and II exams and maintains Series 7 and 66 registrations, reflecting commitment to ongoing professional development and expertise in portfolio management and financial analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moran Wealth Management® | Portfolio Manager | Mar 2024 to Present | — |
| Moran Wealth Management® | Investment Analyst | Sep 2018 to Mar 2024 | — |
| Moran Edwards Asset Management Group | Client Associate | Jun 2016 to May 2017 | • Spearheaded a project to overhaul an Excel-based portfolio management tool that tracks all portfolios and performances under management ($3.5 billion) • Participated in developing a Micro-Cap portfo... |
| University of the South | Mathematics Tutor | Aug 2015 to May 2016 | — |
| Moran Edwards Asset Management Group | Summer Intern | Jun 2015 to Jul 2015 | • Helped with client portfolio proposals and participated in client portfolio reviews • Learned and worked on a new contact management data base • Modified a program to identify and correct missing pe... |
| Sonepar USA | Financial Analyst Intern | Jan 2015 to May 2015 | • Researched and conducted cost-benefit analysis of transitioning from traditional lighting to LED and changes to customer base • Studied the financial statements of a variety of companies on lighting... |
| University of the South | Math Tutor | Jan 2013 to Dec 2014 | • Tutored various levels of calculus • Helped student improve a letter grade |
| China Everbright Bank | Commercial Banking Summer Intern | Jun 2013 to Jul 2013 | • Processed personal and business loan requests by arranging client information for evaluation • Communicated with bank clients to compile information about the status of loans • Established knowledge... |
| CTR Market Research | Summer Intern | Jul 2012 to Aug 2012 | • Assembled data from customer surveys about various products • Responsible for inputting data and analyzing the results |
Education
University of Notre Dame - Mendoza College of Business
Master of Science in Management
2017 — 2018
Sewanee-The University of the South
Bachelor’s Degree, Economics
2012 — 2016
Community School of Naples
High School
2010 — 2012
Skills & Expertise
Others at Moran Wealth Management, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Naples, FL , United States |
 | Investment Analyst | Naples, FL , United States |
J Justin Roth | Investment Analyst | Cape Coral, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Blaine Ferguson | Partner | Cwa Asset Management Group, LLC | Naples, FL , United States |
B Brian Cook | Partner | Cwa Asset Management Group, LLC | Nashville, TN , United States |
E Eric Weissman | VP | Private Capital Management, LLC | Miami Beach, FL , United States |
 | Managing Principal | Private Capital Management, LLC | Denver, CO , United States |
