Lauren Moran
Wealth Advisor
About Lauren
Lauren Moran is a wealth advisor in William Blair’s Private Wealth Management group, primarily focused on US equity fundamental research. Prior to joining Private Wealth in January 2020, she spent five years (2014-2019) as a small/mid cap consumer sector equity analyst in William Blair’s Institutional Investment Management group, supporting the six US equity growth portfolios. Before joining William Blair, Lauren held equity research positions at Credit Suisse in both the consumer sector and in small cap macro strategy. She began her career at Credit Suisse in International Equity Trading, with primary coverage in Asian and European technology, media and telecommunications (TMT) industries.
She is a member of the CFA Institute and the CFA Society of Chicago, and holds her Series 7, 63, 55, 86 and 87 licenses. Lauren received a B.S. in mathematics and economics from the University of Notre Dame.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.