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Russell Paul Moenich
Directeur/Membre du Conseil chez
Summit Academy (Michigan)
Profil
Russell Paul Moenich is currently the Director at Summit Academy (Michigan), and a Member at both The CFA Society Cleveland and Cleveland Association For Business Economics.
He previously worked as the Portfolio Manager & Director of Research at Van Cleef Asset Management, Inc. and as the Chief Investment Officer at Sequoia Financial Group LLC and Sequoia Financial Advisors LLC from 2013 to 2020.
Moenich holds an undergraduate degree from John Carroll University and an MBA from Weatherhead School of Management.
Postes actifs de Russell Paul Moenich
| Sociétés | Poste | Début |
|---|---|---|
The CFA Society Cleveland | Corporate Officer/Principal | - |
Cleveland Association For Business Economics | Corporate Officer/Principal | - |
Summit Academy (Michigan)
 Summit Academy (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | - |
Anciens postes connus de Russell Paul Moenich
| Sociétés | Poste | Fin |
|---|---|---|
Sequoia Financial Group LLC
 Sequoia Financial Group LLC Investment ManagersFinance Provides asset and wealth planning services | Directeur en chef des Investissements | 17/11/2020 |
Sequoia Financial Advisors LLC
 Sequoia Financial Advisors LLC Investment ManagersFinance SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance. | Directeur en chef des Investissements | 01/01/2020 |
Van Cleef Asset Management, Inc.
 Van Cleef Asset Management, Inc. Investment ManagersFinance Van Cleef favors a balanced, total-return all-capitalization philosophy that emphasizes publicly traded securities in the planning and construction of investment portfolios. The firm believes above-average equity returns are generated from a balance of capital appreciation and dividend income. They evaluate positions using a 2-3 year time horizon and will employ low-cost, passive strategies as appropriate. A typical portfolio will normally hold 15-25 securities and is generally fully invested. Annual turnover in a portfolio holding is estimated to be 15-30 percent. The focus of our fixed income strategy is a reasonable return on principal and the return of principal. Van Cleef will reduce or sell a position for several reasons including: (1) when valuation relative to future prospects becomes expensive; (2) when they perceive unusual risk to future earnings and/or prospects; and (3) when funding is required for a better investment alternative. | Directeur de la Recherche - Actions | 30/06/2008 |
Formation de Russell Paul Moenich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Van Cleef Asset Management, Inc.
Van Cleef Asset Management, Inc. Investment ManagersFinance Van Cleef favors a balanced, total-return all-capitalization philosophy that emphasizes publicly traded securities in the planning and construction of investment portfolios. The firm believes above-average equity returns are generated from a balance of capital appreciation and dividend income. They evaluate positions using a 2-3 year time horizon and will employ low-cost, passive strategies as appropriate. A typical portfolio will normally hold 15-25 securities and is generally fully invested. Annual turnover in a portfolio holding is estimated to be 15-30 percent. The focus of our fixed income strategy is a reasonable return on principal and the return of principal. Van Cleef will reduce or sell a position for several reasons including: (1) when valuation relative to future prospects becomes expensive; (2) when they perceive unusual risk to future earnings and/or prospects; and (3) when funding is required for a better investment alternative. | Finance |
John Carroll University
 John Carroll University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sequoia Financial Group LLC
Sequoia Financial Group LLC Investment ManagersFinance Provides asset and wealth planning services | Finance |
Weatherhead School of Management
 Weatherhead School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC Investment ManagersFinance SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance. | Finance |
Summit Academy (Michigan)
Summit Academy (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The CFA Society Cleveland | |
Cleveland Association For Business Economics |
