Don Moenning

Portfolio Manager-Aktien bei

Clarus Wealth Advisors LLC

Finance

Consumer Services

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.

Aktive Positionen von Don Moenning

Unternehmen	Position	Beginn
Clarus Wealth Advisors LLC Clarus Wealth Advisors LLC Investment ManagersFinance Clarus seeks to provide their clients with a diverse lineup of managed portfolios to suit varying risk profiles and return goals. The firm utilizes numerous investment methodologies to create portfolios with varying exposures to multiple asset classes, regions, cap-sizes, factors, and styles. They aim to maximize portfolio value given a target amount of risk.	Portfolio Manager-Aktien	01.02.2018

Alle aktiven Positionen von Don Moenning

Ehemalige bekannte Positionen von Don 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.	Mitglied des Investmentausschusses	-

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Ausbildung von Don Moenning

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Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	3
University of Puget Sound University of Puget Sound 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
Clarus Wealth Advisors LLC Clarus Wealth Advisors LLC Investment ManagersFinance Clarus seeks to provide their clients with a diverse lineup of managed portfolios to suit varying risk profiles and return goals. The firm utilizes numerous investment methodologies to create portfolios with varying exposures to multiple asset classes, regions, cap-sizes, factors, and styles. They aim to maximize portfolio value given a target amount of risk.	Finance