Donaldson Capital Management Appoints Sarah Moore CEO

Donaldson Capital Management (DCM), a wealth management and advisory firm with over $3B in assets under management, has announced the appointment of Sarah Moore to Chief Executive Officer, effective immediately. Moore will continue to serve as President in addition to her new role as CEO. She succeeds long-time President & CEO, Mike Hull, as part of the firm’s ongoing succession plans.

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Sarah Moore, President & CEO (Photo: Zach Straw)

“In the best interest of our clients,” explains Mike Hull, Chairman of the Board, “we continue executing a smooth transition from DCM’s founders to our next generation of leaders. To that end, for the past two years, Sarah, serving as President, Ciavon Hartman as Chief Operations Officer, and I have worked to ensure our clients and firm would be well-served by this transition. As Sarah assumes the role of CEO, DCM clients are receiving a level of advice and service at a higher level than at any time since Greg Donaldson founded the company thirty years ago.”

“In my time working with Sarah, she has shown tenacity for growth and a great heart. She leads with a servant’s heart and excellence in all she does,” remarked Ciavon Hartman, Chief Operations Officer. “As a result, we are serving clients better than ever.”

Hull will continue as Chairman, remain on DCM’s Investment Policy Committee, and continue to serve a small group of clients.

About Donaldson Capital Management

Donaldson Capital Management takes pride in celebrating 30 years dedicated to crafting investment strategies, coupled with thoughtful financial guidance for individuals and families, non-profit organizations, and retirement plans that need dependable and growing income.

This communication was prepared by Donaldson Capital Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

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