Compardo, Wienstroer & Janes at Moneta –
We are thrilled to announce that Aoifinn Devitt MBA, CFP® has joined our growing team! With an impressive career spanning over two decades in the financial industry, Aoifinn brings a wealth of experience and expertise to our organization.
Throughout her career, Aoifinn has achieved remarkable success, including most recently serving as Moneta’s Chief Investment Officer and subsequently Chief Global Market Strategist where she also served as Chair of the firm’s investment committee. She is also a licensed attorney and a member of the New York Bar, has an MBA from INSEAD in France, and a MSc in Applied Neuroscience from Kings College London. Aoifinn’ s dedication, vision, and leadership have been instrumental in shaping Moneta’s long-term investment vision, philosophy, and strategies.
Aoifinn’s transition to Compardo, Wienstroer & Janes (CWJ) at Moneta marks a new chapter in her undoubtedly impressive career as she moves to the client service side of the industry to fulfill her personal aspirations of serving clients in a more individual and personalized capacity. This change reflects her desire to engage more closely with clients on a personal level, allowing her to take a hands-on approach in making a meaningful impact in their lives. We are excited to support Aoifinn in this journey and are confident that her unique perspective and skills will be a tremendous asset to our team.
In her role as Senior Investment Advisor, Aoifinn will be responsible for leading the team’s overall investment strategy while serving as a liaison to Moneta’s in-house investment department. Aoifinn will also operate as the team’s Chicago Market Leader with an emphasis on serving the Family Office Practice.
Please join us in welcoming Aoifinn to our team! We look forward to the exciting opportunities and fresh insights she will bring.
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