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Brian Moran

Vice President of Trading Fixed Income Portfolio Manager

Before joining Lincoln Investment as institutional trading manager in 2012, Brian was with Capital Analysts for more than a decade. Initially, he managed brokerage operations and trading, transitioning to institutional trading manager, as the Capital Analysts Asset Management Services (CAAMS) grew. Currently, Brian serves as director of trading for both brokerage and institutional trading, and as fixed income portfolio manager for CAAMS income strategies.

Brian graduated from the Wharton School of the University of Pennsylvania with a BS in economics. He also holds an MBA from Drexel University’s LeBow College of Business.

Factoids and Interests
  • 31 years industry experience

The CANE Team

Christopher R. Connolly CRPS®, AIF®
Partner
Stacey Woodford
Director of Operations
Emily Yeo
Marketing Coordinator
Alexandra Mendoza
Operations Specialist
Christopher Duffy J.D.
Managing Partner
Paul Longobardi
Senior Director of Investments
Anne Hern
Executive Director of Operations
Lawrence A. Whalen II
Director of Insurance Operations
Jonathan Mast, CIMA®
Director, Advisor Consulting
Joe DiCriscio
Financial Planning Consultant
Ben Comer, CFP®
Insurance Product Leader
Frank Rosala, CFP®
Financial Planning Coordinator
Steve Mayhew, CFA, CPA, CFP®
Senior Vice President and Chief Investment Officer
Shashi Mehrotra, CFA
Senior Vice President and Chief Investment Strategist

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