Meet Our Team

Our longevity in the investment-advisory business is not the only factor that sets us apart from the competition. Indeed, the newsletter industry is often regarded as a "cottage industry," where a single person is the entire research, editorial, customer service, and production department rolled into one.

That is not the case at Dow Theory Forecasts. Our depth runs throughout the entire organization, from our experienced research team to our customer-service department. Indeed, since all of our operations are done in-house - from opening the subscribers' mail and keeping subscription records to typesetting and mailing the newsletter - our ability to serve you is unparalleled in the industry.

Higher-quality people provide higher-quality advice. That is why Dow Theory Forecasts employs analysts with strong academic and professional backgrounds. Below is some background information on the people responsible for Dow Theory Forecasts.


Richard Moroney
Editor, Vice President
Richard Moroney, CFA

First year at company: 1989
Undergraduate education: B.S. (journalism/economics) from Northwestern University, 1989
Graduate education: M.B.A. (finance/accounting) from University of Chicago, 1996
Chartered Financial Analyst designation: granted 1992

 

 


Bob Sweet
Managing Editor, Dow Theory Forecasts
Bob Sweet, CFA

First year at company: 1999
Undergraduate education: B.S. (journalism/English) from Northwestern University, 1991
Chartered Financial Analyst designation: granted 2003

 

 

 


Charles Carlson
Contributing Editor
Charles Carlson, CFA

First year at company: 1982
Undergraduate education: B.S. (journalism) from Northwestern University, 1982
Graduate education: M.B.A. (finance) from University of Chicago, 1993
Chartered Financial Analyst designation: granted 1986

 

 


David Wright
Analyst
David Wright, CFA

First year at company: 1997
Undergraduate education: B.A. (economics) from Indiana University, 1990
Graduate education: M.B.A. (finance) from DePaul University, 1995
Chartered Financial Analyst designation: granted 2001

 

 


David Walle
Analyst
David Walle, CFA

First year at company: 2008
Undergraduate education: B.A. (English/finance) from Vanderbilt University, 2001
Graduate education: M.A. (journalism) from University of Missouri-Columbia, 2009
Chartered Financial Analyst designation: granted 2014

 

 


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