Steven Finerty

When advising clients, Partner Steve Finerty draws upon legal and investment training, as well as more than 30 years of professional experience. He uses this experience to advise individuals and institutions on how to best accomplish their goals and objectives. Along with the rest of the Finerty Team, his goal is to find the best possible solutions for each individual client need.

In addition to serving on the Moneta Board for more than 30 years, Steve founded and serves as Chairman of Argent Capital Management LLC, which manages the large cap and small cap U.S. stock portfolios for institutions and high net worth individuals. He also co-founded Retirement Plan Services LLC, a full-service retirement plan administrative company which was sold in 2018. In addition to his family CFO responsibilities, he acts as an advisor to a large number of qualified retirement plans and endowment sponsors on administrative and investment issues.