Don Moenning

Don graduated from the University of Puget Sound with degrees in both Economics and Business Leadership. For nearly two decades, Don has been working for independent RIAs, managing model portfolios, conducting equity analysis, and penning market insights. He specializes in equity selection and risk-managed approaches, and has extensive experience building institutional-styled asset allocation models. Don has exposure in other areas outside of portfolio management, including trading, retirement account modeling, relationship management, and client education.

Don holds a Series 65 securities license and aims to help individuals better understand the market and their investments. Don lives in Denver, CO with his wife, Grace, and his two children, James and Madeline. He is and is an avid outdoorsman who enjoys snowboarding, hiking, backpacking, and a variety of sports.