Leadership Team

About

The current leadership team at Moneta Group has a diverse range of experience in the financial industry. VP, Senior Manager Advisory Services, Benjamin F. Edwards & Co.; CEO & President, Philanthropy Missouri; Vice President, Advantage Capital Partners; Adjunct Instructor, Washington University in St. Louis; Special Assistant, Office of the Treasurer, City and County of San Francisco; Principal, The St. Louis Trust Company; Vice President, Bank of America Private Bank; Trust Officer, Mark Twain Bank; Controller, EmpowerMe Wellness; Accountant, Hautly Cheese Company, Inc.; Tax Senior, Humes & Barrington, LLP; CFP, Executive Compensation Group (division of RFG Advisory) at Reliance Financial Group/ RFG Advisory Group, LLC.; President, FS Financial Education; Partner, Four Seasons Wealth Management; Branch Associate, Scottrade. The team is also well-educated, with degrees from Drury University, Saint Louis University, St. Louis University, Illinois Wesleyan University, and Missouri State University.


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