Dave Moenning

Dave Moenning

Founder at Heritage Capital Management, Inc. (Illinois)

Finance
Consumer Services

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

CompaniesPositionStart
Founder 1988-12-31
Chief Executive Officer 2012-12-31
All active positions of Dave Moenning

Former positions of Dave Moenning

CompaniesPositionEnd
Chief Investment Officer 2018-02-12
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Training of Dave Moenning

Northern Illinois University Undergraduate Degree

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Private companies3

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