Profil
Mr. David D.
Moenning is a Founder & Chief Investment Officer at Heritage Capital Advisors LLC (Colorado) and a President at Heritage Capital Management, Inc. (Illinois).
Mr. Moenning began his investment career in 1980 and has been an independent money manager since 1987.
He became a partner in a private money management firm in 1986 and in 1989 founded his own firm, Heritage Capital Management, which emphasized a risk-managed approach to the markets.
Most recently, Dave was Chief Investment Officer for an RIA firm responsible for $1.2 billion.
He is Past President and Chairman of the National Association of Active Investment Managers (NAAIM), an organization dedicated to active management strategies.
He served as President during the 2013 fiscal year and Vice President/Agenda chair during the 2012 fiscal year.
In addition, he serves a member of the Rydex Dynamic Advisory Board.
Mr. Moenning graduated Northern Illinois University, where he was a scholarship track athlete, in 1980 with degrees in Computer Science and Economics.
Aktive Positionen von Dave Moenning
| Unternehmen | Position | Beginn |
|---|---|---|
Heritage Capital Management, Inc. (Illinois)
Heritage Capital Management, Inc. (Illinois) Investment ManagersFinance Provides investment advice | Gründer | 01.01.1989 |
Heritage Capital Advisors LLC (Colorado)
Heritage Capital Advisors LLC (Colorado) Investment ManagersFinance HCR utilizes an updated, modernized approach to portfolio design: Multi-Methodology Investing. | Vorstandsvorsitzender | 01.01.2013 |
Ehemalige bekannte Positionen von Dave Moenning
| Unternehmen | Position | Ende |
|---|---|---|
Sowell Financial Services LLC
Sowell Financial Services LLC Investment ManagersFinance Sowell Management employs multiple styles, managers, strategies and investing methodologies. The firm uses a broad range of investment solutions to address a particular client’s needs and investment objectives. They also utilize both internal and external research to formulate a broad range of investment solutions. | Chief Investment Officer | 13.02.2018 |
Ausbildung von Dave Moenning
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Northern Illinois University
Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sowell Financial Services LLC
Sowell Financial Services LLC Investment ManagersFinance Sowell Management employs multiple styles, managers, strategies and investing methodologies. The firm uses a broad range of investment solutions to address a particular client’s needs and investment objectives. They also utilize both internal and external research to formulate a broad range of investment solutions. | Finance |
Heritage Capital Management, Inc. (Illinois)
Heritage Capital Management, Inc. (Illinois) Investment ManagersFinance Provides investment advice | Finance |
Heritage Capital Advisors LLC (Colorado)
Heritage Capital Advisors LLC (Colorado) Investment ManagersFinance HCR utilizes an updated, modernized approach to portfolio design: Multi-Methodology Investing. | Finance |
















