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Moneta Group

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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.

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Employees

201-500

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Org chart

Eric Kittner's profile picture
Eric Kittner
Managing Partner & Chairman
Profile photo

Eric Kittner

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Keith Bowles' profile picture
Keith Bowles
Chief Operating Officer
Aoifinn Devitt's profile picture
Aoifinn Devitt
Chief Investments Officer
Bethany Wilkinson's profile picture
Bethany Wilkinson
Chief Talent Officer
Rick Weissinger's profile picture
Rick Weissinger
Chief Marketing & Communications Officer
Deb Dubin's profile picture
Deb Dubin
Chief Philanthropy Officer
Amanda Barrale's profile picture
Amanda Barrale
Chief Platform Officer
Adam Kruger
Chief Compliance Officer
Bill Rowe
Chief Growth Officer
Brett Woodruff
VP, Analytics
Shawn Paulk
VP, Mergers & Acquisitions
Al Simmons
Partner
Ron Wienstroer
Partner - Moneta
Gus Gast
Partner
Douglas Weber
Partner/owner
Nic Perez
Partner
Tony Dorn
Partner
Lynn Dunston
Partner | Family Office Advisor | Private Wealth, Tax, And Estate Advisor
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
Ashton Hamilton
Mergers And Acquisitions Specialist
Jacob Ross
Portfolio Manager
Noelle Hogrebe
Family Office Associate

Board & advisors

Joseph West
Financial Advisor
Kyle Marra
Advisor
Anne Haudrich
Senior Advisor
Alexander Faught
Senior Advisor
Ingrid Lee
Advisor
Zach Han
Advisor
Adam Ford
Advisor
Mike Vredenburgh
Senior Advisor
Kaleb Doyle
Senior Advisor
Kevin Ward
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
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
Hannah Harrison
Retirement Plan Advisor
Mindy Mitchell
Private Markets Advisor
Sarah Bishop
Senior Retirement Plan Advisor
Sean Duggan
Senior Retirement Plan Advisor
Heather Kline
Senior Family Office Advisor

Offices