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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.

Industries

Finance

Headquarters

St. Louis, United States

Employees

201-500

Links

Org chart

Eric Kittner
Managing Partner & Chairman

Eric Kittner

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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

Teams

+129

Client Service Management

132 members

+9

Leadership Team

12 members

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