David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $1.2 billion under management. Mr. Moenning emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for more than 30 years.
Private investor, multiple sectors. Particular depth of expertise in healthcare. Many years' experience in healthcare, management consulting and international banking. Managed large institutional capital for 11 years covering healthcare and emerging markets. Since Jan 2015, manage a private fund that has consistently outperformed the market with a compound annual return for the 2.5 years to end June 2017 of 23.45% compared to 8.98% for the S&P 500 and 10.95% for the Nasdaq.