Russell Paul Moenich
Director/Board Member at Summit Academy (Michigan)
Profile
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.
Russell Paul Moenich active positions
| Companies | Position | Start |
|---|---|---|
| The CFA Society Cleveland | Corporate Officer/Principal | - |
| Cleveland Association For Business Economics | Corporate Officer/Principal | - |
| Summit Academy (Michigan) | Director/Board Member | - |
Former positions of Russell Paul Moenich
| Companies | Position | End |
|---|---|---|
Sequoia Financial Group LLC
 Sequoia Financial Group LLC Investment ManagersFinance 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. | Chief Investment Officer | 17/11/2020 |
Sequoia Financial Advisors LLC
 Sequoia Financial Advisors LLC Investment ManagersFinance Sequoia Financial Advisors LLC (SFA) is a SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Thomas Haught in 2000 and they are a wholly-owned by Sequoia Financial Group LLC, which is owned by Cohen Sequoia Enterprises Ltd. SFA provides wealth planning and investment advisory services to individuals, high net-worth individuals, charitable institutions, foundations, trusts, family offices and other US institutions. | Chief Investment Officer | 01/01/2020 |
Van Cleef Asset Management, Inc.
 Van Cleef Asset Management, Inc. Investment ManagersFinance Van Cleef Asset Management, Inc. (Van Cleef) is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Mark T. Coffin in 1988. Van Cleef provides investment advisory services to individuals, families, trust relationships and charitable organizations. | Director of Research - Equity | 30/06/2008 |
Training of Russell Paul Moenich
| John Carroll University | Undergraduate Degree |
| Weatherhead School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Van Cleef Asset Management, Inc.
Van Cleef Asset Management, Inc. Investment ManagersFinance Van Cleef Asset Management, Inc. (Van Cleef) is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Mark T. Coffin in 1988. Van Cleef provides investment advisory services to individuals, families, trust relationships and charitable organizations. | Finance |
Sequoia Financial Group LLC
Sequoia Financial Group LLC Investment ManagersFinance 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. | Finance |
Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC Investment ManagersFinance Sequoia Financial Advisors LLC (SFA) is a SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Thomas Haught in 2000 and they are a wholly-owned by Sequoia Financial Group LLC, which is owned by Cohen Sequoia Enterprises Ltd. SFA provides wealth planning and investment advisory services to individuals, high net-worth individuals, charitable institutions, foundations, trusts, family offices and other US institutions. | Finance |
| The CFA Society Cleveland | |
| Cleveland Association For Business Economics |
- Stock Market
- Insiders
- Russell Paul Moenich
