![Don Moenning](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Don Moenning
Portefeuillebeheerder-Aandelen bij
Clarus Wealth Advisors LLC
Profiel
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.
Actieve functies van Don Moenning
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-02-2018 |
Eerdere bekende functies van Don Moenning
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Lid van de Investeringscommissie | - |
Opleiding van Don Moenning
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
3
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
Kies MarketScreener 
