Don Moenning
Gestionnaire de Portefeuille-Actions chez Clarus Wealth Advisors LLC
Profil
Mr. Donald B.
Moenning is a Portfolio Manager at Clarus Wealth Advisors LLC.
For over a decade, he has been working for independent RIAs, conducting equity analysis, market research, and managing model portfolios across varying investment styles and methodologies.
He specializes in risk-managed approaches, and is a firm believer of incorporating downside mitigation in client portfolios.
He also has extensive experience building institutional-styled asset allocation models.
He has exposure in other areas outside of portfolio management, including retirement account modeling, trading, relationship management, and client education.
Mr. Moenning was previously employed as a Portfolio Manager & Relationship Manager by Sowell Financial Services LLC.
He graduated from the University of Puget Sound with degrees in both Economics and Business Leadership.
Postes actifs de Don Moenning
| Sociétés | Poste | Début |
|---|---|---|
Clarus Wealth Advisors LLC
 Clarus Wealth Advisors LLC Investment ManagersFinance Part of Clear View Financial LLC, Clarus Wealth Advisors LLC is a company that provides investment advice. The company is based in Peoria, AZ. The company was founded in 2015 by Joshua Allen Cooper. Joshua Allen Cooper has been the CEO since 2015. | Gestionnaire de Portefeuille-Actions | 01/02/2018 |
Anciens postes connus de Don Moenning
| Sociétés | Poste | Fin |
|---|---|---|
Sowell Financial Services LLC
 Sowell Financial Services LLC Investment ManagersFinance Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. | Membre du Comité d'Investissement | - |
Formation de Don Moenning
| University of Puget Sound | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Sowell Financial Services LLC
Sowell Financial Services LLC Investment ManagersFinance Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. | Finance |
Clarus Wealth Advisors LLC
Clarus Wealth Advisors LLC Investment ManagersFinance Part of Clear View Financial LLC, Clarus Wealth Advisors LLC is a company that provides investment advice. The company is based in Peoria, AZ. The company was founded in 2015 by Joshua Allen Cooper. Joshua Allen Cooper has been the CEO since 2015. | Finance |
