Three new members of the Board of Directors for the Certified Financial Planner Board of Standards Inc. have been elected to four-year terms starting Jan. 1.
The new members are Susan Baran, Ed Moore and Martin Schamis.
Baran is an experienced non-profit executive and estate attorney who serves as a vice president and senior wealth strategist at PNC Wealth Management. Previously, she worked for a variety of non-profit organizations as a development professional. She currently serves on the Board of Directors for the Planned Giving Council of Eastern Wisconsin and is a member of the planned giving committee of the Medical College of Wisconsin.
With more than three decades of financial planning experience, Moore currently serves as president at Edelman Financial Services, a firm that he helped build from a six-employee enterprise to a planning practice with 575 employees and 160 financial planners. During his career, Moore has worked to elevate financial planning into an established and recognized profession and educate the public about making wise financial decisions, CFP Board said.
Schamis is vice president and head of wealth planning at Janney Montgomery Scott LLC, where he is responsible for leading the overall strategic direction of financial planning services for the firm’s retail clients. Throughout his professional career, he has led initiatives to improve and manage processes, policies and procedures to achieve business goals, CFP Board said. He has also been affiliated with The Vanguard Group and Morgan Stanley.