SUNY Cobleskill’s Charles Moran Named to Smart Money Magazine’s “Power Thirty in Finance”

October 25, 2011

Educator and personal financial services leader Charles Moran, professor of business administration and accounting at SUNY Cobleskill, has been named to Smart Money’sPower Thirty in Finance.” The list appears in the November issue of Smart Money, the award-winning, personal finance magazine from the Wall Street Journal.


Moran serves as chair of the Certified Financial Planner Board of Standards, Inc., which oversees the country’s more than 63,000 CFP®s. In this role, Moran is responsible for the CFP® Board’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. He is a champion of the importance of financial planning education and promotes its value to investors and Wall Street.


A member of the SUNY Cobleskill faculty since September 2003, Moran is recognized in Smart Money along with several of the most recognizable names in the financial industry, including: Ben Bernanke, chairman of the Federal Reserve Board; Wisconsin Senator Herb Kohl, Germany Chancellor Angela Merkel, New Jersey Governor Chris Christie, and Chief Executive Officers Daniel Akerson of General Motors, Tim Cook of Apple, Jim Skinner of McDonald’s, and Jeff Weiner of LinkedIn.


“It is exciting that Smart Money has recognized, through me, those who champion competent, ethical financial planning for the public,” said Moran. “Working with our students at SUNY Cobleskill to prepare them to become Certified Financial Planners, after a rigorous two-day exam and three years of experience, is a privilege.”


As chair of the CFP Board, Moran also plays a significant role in the Financial Planning Coalition’s efforts to help shape the legislative and regulatory debate around issues of importance to financial planners, including requiring that a fiduciary standard of care be applied to those who give personal financial advice.


During his career, Moran has testified before Congress more than 25 times on a variety of issues and has served on an advisory group to the Federal Reserve and the U.S. Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans.


“I am thrilled to see Professor Moran recognized as a national leader in the financial industry,” said Candace S. Vancko, SUNY Cobleskill Officer-in-Charge. “He is an outstanding educator who is making a difference in the lives of SUNY Cobleskill students and the titans of Wall Street.”


Moran serves on the extended executive committee of the SUNY Faculty Senate and chairs its Ethics and Institutional Integrity Committee. At SUNY Cobleskill, he is president of Cobleskill Auxiliary Services, past chair of the curriculum committee, and director of the financial planning program. He also teaches economics graduate courses during the summer at Harvard University and has held full-time academic appointments at Bucknell University and The College of New Jersey.


Moran’s career has included roles within the financial services industry as a senior vice president of a predecessor to JP Morgan Chase; chairman, president and CEO of Lionel D. Edie & Co., Inc. (then the 15th largest investment management company in the United States); and founding president and COO of Government Securities Clearing Corporation, settling global professional trades in U.S. government securities.


Moran holds an A.B. in sociology from Princeton University, a J.D. from the University of Michigan Law School, and has completed the Advanced Management Program at the Harvard Business School.

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