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.
“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.
Discover the latest trends and insights—explore the Business Insights Journal for up-to-date strategies and industry breakthroughs!
