Chris E. Moran joined Mount Yale Capital Group as a member of its accounting and finance department in 2006. At Mount Yale, he later served as Chief Financial Officer of the wealth management firm, which focused on bringing Wall Street experience, tools, and investment solutions to affiliated financial advisors. Chris oversaw the administrative and accounting functions for Mount Yale’s advisor services, and its private and publicly registered family of funds, focusing on providing the best possible experience for investors and their advisors.
Chris joined Elevation Point, co-founded by Jim Dickson and Mark Penske, veteran partners to entrepreneurial advisors and RIAs, as CFO in 2024, following its acquisition of Mount Yale. Prior to Mount Yale, Chris worked as a licensed Certified Public Accountant for CBIZ and Mayer Hoffman McCann, where he focused on meeting the financial reporting and tax compliance needs of entrepreneurs and closely held businesses.
Chris received a Masters in Accountancy from Truman State University in Missouri, where he also obtained his BS in accounting.