Title: Professor & Director of Financial Planning Program
Office Location: 207 Warner Hall
Office Phone: 518-255-5457
Office Hours: 7-9 & 12-1 Saturday & by apppointment
Areas of Expertise: Financial Planning, Law, Management, Strategic Planning, Corporate Governance, Investments, Estate Planning, Risk Management, Retirement Planning, Employee Benefits
Courses Taught: Fundamentals of Financial Planning, Corporate Governance, Risk Management & Insurance, Retirement Planning & Employee Benefits, Investments, Estate Planning, Management, Management Communications, Human Resource Management, Case Studies in Financial Planning
Chuck Moran is a Professor of Business Administration at the State University of New York at Cobleskill where he has been the Director of the Financial Planning Program since 2003. He teaches all of the financial planning courses except Tax. Chuck was featured in Smart Money in November 2011 as one of ’The Power 30-The Top Financial Players’ in the world.
He was 2011 Chair of the Certified Financial Planner® Board of Standards, Inc. Previously held Board of Directors or leadership positions include the Financial Planning Association, The American Bankers Association and numerous other financial industry organizations.
He has been a leader in the Financial Services Industry as a Senior Vice President of a predecessor of 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, an SRO settling global professional trading of US Government Securities (in excess of $1 Trillion on peak days.)
Chuck also teaches graduate courses in Economics, including “Corporate Governance” and “Organizations, Management Behavior & Economics” at Harvard University in the summer.
He has served on Advisory Boards for The US Department of Labor and The Federal Reserve Bank and on Boards of Directors of private sector and non-profit organizations.
He earned an A.B. in Sociology from Princeton University, a JD from the University of Michigan Law School and completed the Advanced Management Program at the Harvard Business School.
He is a frequent speaker on a wide variety of economic issues and has testified before U.S. Senate and House Committees and regulators over 25 times.