Mosaic Family Wealth is an independent wealth management and investment advisory firm providing wealth management solutions.

Finance

Investment Management

Venture Capital

Mosaic Family Wealth

Mosaic Family Wealth's headquarters in St Louis, MO, United States

Tyler Campo

Steve Rotello

Tammy McLane

Lance Lehmann

Debra Hart

Missy Brown

The Client Service Team at Mosaic Family Wealth is dedicated to delivering exceptional support and communication to clients, ensuring their financial needs are met with personalized attention. Comprising Client Service Associates, a Client Service Manager, and a Client Ambassador, the team coordinates account management, addresses client inquiries, and fosters strong relationships to enhance the overall client experience and satisfaction.

Client Service Team

The Leadership Team at Mosaic Family Wealth is responsible for setting the strategic direction of the firm, ensuring the delivery of high-quality wealth management solutions, and fostering a client-centered culture. Comprising experienced leaders in wealth management, the team collaborates to drive growth, oversee operations, and maintain the firm's commitment to excellence and integrity in serving clients' financial interests.

Mosaic Family Wealth

Org chart

Teams

Client Service Team

Leadership Team

Offices

Mosaic Family Wealth

Org chart

Teams

Client Service Team

Leadership Team

Offices

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