Donaldson Capital Management, wealth management and advisory firm with over $2.5B in assets under management, has announced that the company’s Board of Directors has appointed Sarah Moore, CFP® as President and Ciavon Hartman, FPQP™ as Chief Operations Officer.

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Ciavon Hartman, FPQP™, Chief Operations Officer (left), Sarah Moore, CFP®, President (right) (Photo: Alex Morgan Imaging)

“DCM has been growing and evolving for twenty-seven years,” says Mike Hull, former President & CEO. “Handing the firm’s day-to-day operation to Sarah and Ciavon is a healthy step to ensure we continue doing what’s best for our clients and our staff. My confidence in these two women leading DCM could not be higher.”

As part of this transition, Mike Hull will take the role of Executive Chairman of the Board, remaining a part of the Donaldson Capital Management Executive Leadership Team. Moore and Hartman have spent recent years working closely with Hull.

“For the past several years, Ciavon and I have had the good fortune to work closely with Mike, watching both his skill as an investor and his thoughtful and intentional business decision-making,” says Sarah Moore. “I cannot envision a more fulfilling future than serving the deserving clients of DCM and the DCM team.”

About Donaldson Capital Management

Donaldson Capital Management takes pride in celebrating over 27 years dedicated to crafting exclusive investment strategies, coupled with thoughtful financial guidance for individuals and institutions that need dependable and growing income.

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