We are in the people business. We read annual reports, build spreadsheets, run retirement projections and calculate the values of businesses and other assets. But those are merely tools to serve our clients and investors.
Our work is about reconciling clients’ capital and their goals. It’s about helping people meet and exceed their financial objectives in order to fulfill personal goals for themselves and their loved ones. It’s about our commitment – that our clients and investors should expect more in return.
Clients hire Moon Capital Management because we have a proven track record. They like the way we work to understand their situations, the way we manage risk and the partnerships we develop.
Garrett Arms joined Moon Capital Management in 2012. In addition to serving on the firm’s investment committee, Arms is responsible for conducting investment due diligence, which includes … Continue reading >>
Marsha Gourley joined Moon Capital Management in 2015. She brings 11 years of banking experience to the firm, with a background in internal banking and lending support at a $2 billion … Continue reading >>
Richard Isaac joined Moon Capital Management as an adjunct member of the investment committee in 2008. He has been in the investment industry for 37 years, most recently serving as the head … Continue reading >>
Robert King’s 28 years of financial industry experience includes serving as the controller for a $400 million community bank and the regional controller for one of the country’s 30 largest bank holding companies.… Continue reading >>
W. David Moon founded Moon Capital Management in 1995 and is head of the firm’s investment committee. He has been a regular contributor to CNBC, and his research and editorial writings … Continue reading >>
As an assistant portfolio manager, Shelbi Ruffino monitors client portfolios for adherence to asset allocation targets, model equity positions and bond mandates. Her primary research responsibilities are … Continue reading >>