Educator and personal financial services leader Charles Moran, professor of business administration and accounting at SUNY Cobleskill, has been named to Smart Money's "Power Thirty in Finance." The list appears in the November issue of Smart Money, the personal finance magazine from The Wall Street Journal.
Moran is chairman of the Certified Financial Planner Board of Standards Inc., which oversees the country's more than 63,000 CFPs. In this role, Moran is responsible for the CFP board's mission of granting the CFP certification for financial planners. A media release from the college described Moran as "a champion of the importance of financial planning education."
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 Sen. Herb Kohl, German Chancellor Angela Merkel, New Jersey Gov. 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.
"I am thrilled to see Professor Moran recognized as a national leader in the financial industry," SUNY Cobleskill Officer-in-Charge Candace S. Vancko said in the release. "He is an outstanding educator who is making a difference in the lives of SUNY Cobleskill students and the titans of Wall Street."
A member of the State University College of Agriculture and Technology at Cobleskill faculty since September 2003, 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.
"It is exciting that Smart Money has recognized, through me, those who champion competent, ethical financial planning for the public," Moran said in the release. "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. His 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.; and founding president and COO of Government Securities Clearing Corp.
Moran holds an associate degree in sociology from Princeton University, a Juris Doctor from the University of Michigan Law School, and has completed the advanced management program at the Harvard Business School.