M
Moneta Group
0 followers
Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.
Org chart
Eric Kittner
Managing Partner & Chairman
Collapse
Keith Bowles
Chief Operating Officer
Aoifinn Devitt
Chief Investments Officer
Bethany Wilkinson
Chief Talent Officer
Rick Weissinger
Chief Marketing & Communications Officer
Deb Dubin
Chief Philanthropy Officer
Amanda Barrale
Chief Platform Officer
Adam Kruger
Chief Compliance Officer
Bill Rowe
Chief Growth Officer
Brett Woodruff
VP, Analytics
Shawn Paulk
VP, Mergers & Acquisitions
Jordan Janes
Partner
Michael Hollo
Partner
Anthony Aiazzi
Partner
Daniel West
Partner
Coleman Sheehan
Partner
Jeffrey Wist
Partner
Nicole Bailey
Partner
Danton Troyer
Partner
John Steffens
Partner
Timothy Halls
Partner
Robert Hehmeyer
Partner
Al Simmons
Partner
Jake Winegrad
Partner
Travis Freeman
Partner
Diane Compardo
Partner
Nancy Georgen
Partner
Sarah Berry
Partner
Ron Wienstroer
Partner - Moneta
Patrick Duff
Partner
Erin Hadary
Partner
Gus Gast
Partner
Douglas Weber
Partner/owner
Brad Koeneman
Partner
Logan Finerty
Partner
Michael Johnson
Partner
Nic Perez
Partner
Kara Harmon
Partner
Michael Machnowski
Partner
Billy Dickens
Partner
Tony Dorn
Partner
Patrick Akins
Partner
Mark Conrad
Partner
Patrick McGinnis
Partner
Lynn Dunston
Partner | Family Office Advisor | Private Wealth, Tax, And Estate Advisor
Gene Diederich
Partner
Matthew Ring
Partner
Mark Heffernan
Partner
Michael Carpenter
Partner
Julie Thomas Sward
Partner
Hunter Brown
Partner
Brooke Hunady
Partner
Steven Finerty
Partner
Jamie Mealey
Partner
David Sadler
Partner
David Curtis
Partner
James Blair Iv
Partner
Linda Pietroburgo
Partner
Peter Racen
Partner
Jaye Everland
Partner
Jason Sandry
Partner
Kelly Moore
VP of Estate Planning & Trust Services
Andrew Kelsen
Head, Alternative Investments
Chris Kamykowski
Head, Investment Strategy & Research
Rich McDonald
Head, Portfolio Management & Fixed Income
Kristen White
Creative Services Director
Sherre Flavin
Director, Client Engagement & Client Service Manager
Sasha Josipovic
Director, Information Technology
Jonathan Curtis
Business Development Director
Matt Harlan
Director, Trust & Family Office
Brad Dunajcik
Advisor
Ashton Hamilton
Mergers And Acquisitions Specialist
Jacob Ross
Portfolio Manager
Noelle Hogrebe
Family Office Associate
Board & advisors
Jami Choinka
Advisor
Joseph West
Financial Advisor
Conor Eagan
Advisor
Megan Kanter
Advisor
Wesley Sebacher
Advisor
Kyle Marra
Advisor
Kristi Borglum
Advisor
Anne Haudrich
Senior Advisor
Jacob Allaman
Advisor
Alexander Faught
Senior Advisor
Ingrid Lee
Advisor
Mona Gooden
Advisor
Jack Grover
Advisor
Matt Sallaberry
Advisor
Zach Han
Advisor
Mike Warner
Advisor
Jackson Wegner
Advisor
Phil Schwab
Advisor
Thatcher Crawford
Advisor
Daniel Side
Advisor
Matt Schoelch
Advisor
Michelle Beattie
Advisor
Kate Parker
Advisor
Adam Ford
Advisor
Bryan Nelson
Advisor
Amanda Schmidt
Advisor
Brannon Champagne
Advisor
Elizabeth Lynch
Advisor
Caroline Fugel
Advisor
Mike Vredenburgh
Senior Advisor
Matt Manies
Advisor
Brad Jacobs
Advisor
Kate Kloster
Advisor
Matthew Erker
Advisor
Nicholas Warren
Advisor
Jennifer Litsas
Advisor
Matt Schaller
Advisor
Oliver Cragan
Advisor
Kaleb Doyle
Senior Advisor
Samriti Dhingra
Advisor
Grant Edmunds
Advisor
Geneen Von Kloha
Advisor
Lauren Turner
Advisor
Stephen Dolan
Advisor
Ryan Miener
Advisor
Andrew Bouquet
Advisor
Michael Peek
Advisor
Andrew Glenn
Advisor
Kevin Ward
Advisor
Sean Follis
Advisor
Steve Hoerr
Advisor
Brian Hires
Advisor
Kristin Brown
Advisor
Dan Kissling
Advisor
Pat Jordan
Advisor
Garrett Reeg
Senior Advisor
Kimberly Mueller
Senior Advisor
Eloise Schlafly
Senior Advisor
Laura Hessel
Senior Advisor
Farah Winkler
Senior Advisor
Trevor Stone
Senior Advisor
Benjamin Trujillo
Partner
Lauren Hunt
Senior Advisor
Steven Diederich
Senior Advisor
James Chalmers
Senior Advisor
Stephanie Rogers
Senior Advisor
Tasha Borglum
Senior Advisor
Kelli Jones
Senior Advisor
Michael Torney
Senior Advisor
Ryan Martin
Senior Advisor
Cynthia Kirkpatrick
Senior Advisor
Lindsay Taylor
Senior Advisor
Derek Wilton
Senior Advisor
Maggie Rapplean
Senior Advisor
Jerry West
Senior Advisor
Aaron Bosch
Advisor
Drennan Bailey
Advisor
Hannah Harrison
Retirement Plan Advisor
Kyle Luetters
Advisor
Jacob Jaegle
Advisor
Brie Immerman
Advisor
Matt Mueller
Advisor
Mindy Mitchell
Private Markets Advisor
Sarah Bishop
Senior Retirement Plan Advisor
Sean Duggan
Senior Retirement Plan Advisor
Ashley Rieser
Advisor
Morgan Gast
Advisor
Troy McQuinn
Advisor
Margie Glenn
Advisor
Susan Brown
Partner
Tim Nielsen
Advisor
Heather Kline
Senior Family Office Advisor
Robert Swieterman
Advisor
Chase Coffin
Advisor
Richard Armstrong III
Advisor
Brandon Laxton
Advisor
Bobby Schaefer
Advisor
Teams
Offices
Similar companies
Melio Payments
10 followers
Galileo Financial Technologies
8 followers
Earnest
6 followers
Total Mortgage Services
1 follower
Curi
1 follower
Kin Insurance
3 followers
R
RENAISSANCE TECHNOLOGIES LLC
5 followers
Built
3 followers
Chicago Trading Company
2 followers
Riveron
1 follower
Goldman Sachs
861 followers
Explore companies