Joseph M. Moran
- — Head of Intermediary Distribution
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Joseph Moran is responsible for driving the strategic direction,
growth, profitability and performance of Ivy Distributors, Inc. (IDI)
broker-dealer distribution channel and for management of IDI’s
national channel sales. His extensive experience in sales
management, sales development and client relationship
management across channels are instrumental in driving the
firm’s growth.
Prior to joining IDI in 2018, Mr. Moran was Executive Vice
President and Head of Distribution at BNY Mellon Investment
Management. He was responsible for overseeing distribution of
the Dreyfus retail mutual fund family across North America,
including the management of Strategic Accounts and Intermediary
Sales, and of key support functions such as business
development and client engagement. During his tenure at BNY
Mellon Investment Management, he also had served as Head of
Intermediary Sales, overseeing a group in the Registered
Investment Advisor (RIA), Private Bank, Bank Trust, Multi-Family
Office and Intermediary Retail space.
Prior to joining BNY Mellon, Mr. Moran was affiliated with
Oppenheimer Funds, where he headed Wealth Management
distribution and was responsible for the growth and development
of the RIA and the private bank channel. He also spent 14 years
at DWS Investments / Deutsche Asset Management, where he
held a series of progressive sales management leadership
positions and ultimately led their Financial Institutions Group.
Mr. Moran received his BA from the University of Dayton.