Chelsea Ganey, Chief Strategy Officer at Moran Wealth Management, joins Alex Cavalieri to talk about her firm’s evolution after breaking away from Wells Fargo and its growing integration of alternatives. She shares insights on client education, secondaries, advisor operations, and the power of personalization in scaling a practice. Listeners can learn how tech and alts are reshaping high-touch client relationships.
Chapter 1: Origins—Chelsea’s Path & Moran’s Breakaway (00:01:19–00:04:12)
Chapter 2: Bringing Alts to Clients—Education, Structures & the 101 (00:04:12–00:08:38)
Chapter 3: Implementation Reality—Ops, Process & Volatility Conversations (00:08:38–00:13:28)
Chapter 4: Personalization at Scale—Tech, Touchpoints & Segmentation (00:13:28–00:21:36)
Chapter 5: Independence & What’s Next—Breakaway Lessons, Alts Roadmap & Recs (00:21:36–00:28:29)
CAIS Live Conversations, Building With Alts