EASTSOUND CAPITAL ADVISORS - Key Persons
Job Titles:
- CA360 's Director of Institutional Consulting Services
- Director Institutional Consulting
David Moenning is CA360's Director of Institutional Consulting Services. Mr. Moenning has developed and managed customized portfolio solutions for financial professionals since 1989. His focus is on a risk-managed, multi-methodology, multi-strategy, multi-time frame approach to portfolio design.
Mr. Moenning began his investment career in 1980 and founded Heritage Capital Management in 1989. From 2015 through 2017 Mr. Moenning served as Chief Investment Officer for an RIA firm responsible for $1.3 billion under advisement. Mr. Moenning is Past President and Chairman of the National Association of Active Investment Managers (NAAIM), an organization dedicated to active management strategies. Speaking of NAAIM, Dave is a past winner of the organization's "Shark Tank Competition."
Dave is also a sought-after author on the markets. His "State of the Markets" blog, which began in the late 1990's, blossomed into an award-winning market report focusing on the key drivers to both short- and long-term market movements. Mr. Moenning resides in Golden, Colorado with his wife of 40 years and has three adult children.
Greg Syler provides compliance consulting services to CA360 through his firm, Align Advisor Services. Greg has over twenty-five years of Compliance experience with some of the major Broker Dealers and RIA firms in the industry.
Greg has held positions as Operations Manager, Compliance Manager and Chief Compliance Officer. His first-hand knowledge and actual working experience enhance the level of service CA360 is able to provide its clients.
Job Titles:
- Registered Investment Adviser Representative
Jeff Pietsch, JD CFA is a Registered Investment Adviser Representative in the States of Washington, California, Colorado, Massachusetts, Louisiana, and Texas, who has worked in the active and alternative investment industry since 2001. He is Managing Director of Capital Advisors 360 (CA360). Prior to forming CA360, he managed his own private investment fund and authored a popular financial education newsletter.
Job Titles:
- Chartered Financial Analyst
- Managing Director
- Writer
Mr. Pietsch is a recognized writer and sought-after guest speaker on the topics of active portfolio management and quantitative trading system development and analysis. In addition to his practice at CA360, Mr. Pietsch also consults and serves as a sub-advisor to other RIAs, sharing his institutional investment insights and approaches.
Mr. Pietsch has been a Chartered Financial Analyst charter holder since 2003. He also holds an MBA in finance from Northwestern University's Kellogg School of Management, a JD from the Northwestern University School of Law, and a BSc from Cornell University.
Job Titles:
- Quantitative Investing
- Registered Investment Adviser Representative
Rob Hanna has been a full-time market professional since 2001, recently becoming registered in the State of Massachusetts as an advisor representative of Capital Advisors 360, LLC.
Rob first began publishing his market views and research in 2003. In January of 2008, he began Quantifiable Edges. Rob utilizes price action, volume, breadth, sentiment, seasonality, liquidity flows and more to conduct his research. His work has been widely referenced and quoted over the years, and is often linked to in blogs, tweets, Stocktwits messages, books, magazine articles, podcasts, and more.
Rob Hanna is a Registered Investment Adviser Representative in the States of Massachusetts and Texas. Rob has worked as a full-time market professional since 2001. Prior to joining CA360, Rob managed his own private investment fund from 2001 - 2019.