Here's a quick overview of my track record.
David Moenning began his investment career in 1980 and has been an independent money manager since 1987. Dave 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.
Dave graduated Northern Illinois University, where he was a scholarship track athlete, in 1980 with degrees in Computer Science and Economics.
Dave is Past President and Chairman of the National Association of Active Investment Managers (NAAIM), an organization dedicated to active management strategies. Dave served as President during the 2013 fiscal year and Vice President/Agenda chair during the 2012 fiscal year.
Dave is also a sought-after author on the markets. His "State of the Markets" blog, which began in the late 1990’s, has blossomed into an award-winning daily market report focusing on the key drivers to both short- and long-term market movements. Dave’s writing has been featured on USA Today, State of the Markets, Seeking Alpha, Benzinga, MarketWatch, TraderPlanet, iStockAnalyst, Zacks, StreetInsider, TheStreet, InsideFutures, MarketFN, and many other media outlets.
Dave resides with his wife Catherine of 37 years and their 3 dogs in Evergreen, Colorado. Dave and Cathy have 3 adult children: Amy, Don, and Samantha. Dave enjoys hiking, biking, and is an avid (some might say, obsessed) skier.