Profile
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.
Dave Moenning active positions
| Companies | Position | Start |
|---|---|---|
Heritage Capital Management, Inc. (Illinois)
Heritage Capital Management, Inc. (Illinois) Investment ManagersFinance Provides investment advice | Founder | 1988-12-31 |
Heritage Capital Advisors LLC (Colorado)
Heritage Capital Advisors LLC (Colorado) Investment ManagersFinance HCR utilizes an updated, modernized approach to portfolio design: Multi-Methodology Investing. | Chief Executive Officer | 2012-12-31 |
Former positions of Dave Moenning
| Companies | Position | End |
|---|---|---|
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 | 2018-02-12 |
Training of Dave Moenning
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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