Sarah Schultheis Moore

President chez Donaldson Capital Management LLC

Profil

Ms. Sarah S.
Moore is a President at Donaldson Capital Management LLC.
She joined Donaldson Capital Management in August 2018.
Ms. Moore has spent her career in the wealth management industry serving families and institutions.
In 2008, she joined JPMorgan Private Bank in Indianapolis as an Investment Analyst.
In 2011, she relocated to Nashville, TN and joined Merrill Lynch where she worked directly with families and company retirement plan sponsors providing financial planning and investment management advice.
In early 2013, Ms. Moore returned to JPMorgan Private Bank to open an expansion market office for the bank in Nashville.
For five years, she worked with some of the most successful families in Tennessee.
She was responsible for advising families on both their assets and liabilities as well as tax, estate, and philanthropic planning.
She graduated from Signature School and attended DePauw University where she was a Management Fellow and earned her Bachelor of Arts in Economics & Management in 2008.
While at Merrill Lynch, she completed her studies to achieve her Certified Financial Planner (CFP®) designation.

Postes actifs de Sarah Schultheis Moore

Sociétés	Poste	Début
Donaldson Capital Management LLC	President	01/01/2023

Formation de Sarah Schultheis Moore

DePauw University

Undergraduate Degree