Donaldson Capital Management Appoints Sarah Moore as Chief Executive Officer

Sarah Moore, President & CEO, Donaldson Capital Management・ Photo Credit: Zach Straw

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EVANSVILLE, Ind., February 26, 2025 (VSNewsNetwork.com) — Wealth management and advisory firm Donaldson Capital Management (DCM) has announced the appointment of Sarah Moore as Chief Executive Officer (CEO). Moore will continue to serve as President in addition to her new role as CEO. She succeeds long-time President and CEO, Mike Hull, as part of the firm’s ongoing succession plan.

Hull, who will remain Chairman and continue serving on DCM’s Investment Policy Committee, described the leadership transition as part of the company’s long-term strategy.

"In the best interest of our clients, 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," said Hull.

Hartman also acknowledged Moore’s leadership.

"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. As a result, we are serving clients better than ever," said Hartman, Chief Operations Officer of DCM.

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Donaldson Capital Management specializes in investment strategies and financial guidance for individuals, families, nonprofit organizations, and retirement plans. The firm reports managing over $3 billion in assets.

For more information, visit www.dcmr.com.

Source: Donaldson Capital Management