Russell Paul Moenich

Investment Strategy Consultant at Sequoia Financial Advisors LLC

Russell Paul Moenich

Russell Paul Moenich

Investment Strategy Consultant at Sequoia Financial Advisors LLC

Biography

Russell Paul Moenich holds the position of Chief Investment Officer at Sequoia Financial Advisors LLC. Mr. Moenich is also on the board of Summit Academy (Michigan) and Member of Cleveland Association For Business Economics and Member of The CFA Society Cleveland. In the past Mr. Moenich occupied the position of Portfolio Manager & Director of Research at Van Cleef Asset Management, Inc. and Chief Investment Officer for Sequoia Financial Group LLC. Russell Paul Moenich received an undergraduate degree from John Carroll University and an MBA from Weatherhead School of Management.

Overview
RelSci Relationships

126

Number of Boards

3

Contact Data
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Relationships
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Founder at Sequoia Financial Advisors LLC

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Senior Manager, Asset Management at Sequoia Financial Group LLC

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Director of Research & Principal at Van Cleef Asset Management, Inc.

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Executive Vice President, Chief Compliance Officer at Sequoia Financial Advisors LLC

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Chief Investment Officer at Sequoia Financial Advisors LLC

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Chief Technology Officer at Sequoia Financial Advisors LLC

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Chief Growth Officer at Sequoia Financial Advisors LLC

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Director, Technology & Operations at Sequoia Financial Advisors LLC

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Director, Institutional Services at Sequoia Financial Advisors LLC

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Director, Private Client Services at Sequoia Financial Advisors LLC

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Russell Paul Moenich
Investment Strategy Consultant at Sequoia Financial Advisors LLC
Education
MBA, Banking & Finance
Class of 2001

The Weatherhead School of Management is a private business school of Case Western Reserve University located in Cleveland, Ohio. Weatherhead offers programs concentrated in organizational behavior, nonprofit business, information systems, entrepreneurship, and executive education. The school is named for benefactor and Weatherchem owner Albert J.Weatherhead III, and its principal facility is the Peter B. Lewis Building.

B.A Economics & Chemistry
Class of 1996

John Carroll is a private, coeducational, Jesuit Catholic university providing programs of study in the liberal arts, sciences, and business at the undergraduate level and in selected areas at the master’s level. Academically, the University consists of the College of Arts and Sciences and the John M. and Mary Jo Boler School of Business, which both include graduate programs. John Carroll operates on a semester calendar, with two 15-week semesters and three summer sessions.

Career History
Investment Strategy Consultant
2013 - Current

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.

Investment Strategy Consultant
2013 - 2020

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

Director of Research
Prior

VCAM’s investment philosophy emphasizes publicly traded securities, employing a total return, all capitalization approach to the construction and investment of portfolios. Their research efforts utilize a lateral organizational structure, encouraging participation from their entire firm. They seek thoughtful discussion of company information, industry dynamics and most importantly, the specific reasons an investment would benefit their clients. VCAM uses non-systematic methods that allow ideas to surface from a variety of sources. Their primary evaluation considers company prospects; management/leadership capabilities; balance sheet strength; industry prospects; and dividend potential.

Boards & Committees
Director
Current
Political Donations
$250
2000

Former Co-Director, Ohio Innocence Project at University of Cincinnati - College of Law

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