Joseph West

Advisor at Moneta Group

Bringing empathy and passion to every client experience, Moneta Group Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships.

Org chart

Heather Kline

Senior Family Office Advisor

Chase Coffin

Advisor

Robert Swieterman

Advisor

Richard Armstrong III

Advisor

Mona Gooden

Advisor

Grant Edmunds

Advisor

Pat Jordan

Advisor

James Chalmers

Senior Advisor

Teams

+73

Board of Directors

76 members

Timeline

  • Advisor

    Current role