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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the…
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked…
As Moneta’s national footprint grows, so do the awards. After eight straight years of being recognized as a Top Workplace…
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets…
Each year, the IRS designates contribution limits to qualified retirement plans. Maximizing your annual contributions is one of the best…
Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US…
Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted…
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story…
US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by…
CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in…
November was another busy month in the media for our team across local, trade and national business publications! Check out…
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses…
Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market…
Dubin will advise clients on philanthropic efforts, help guide Moneta’s Charitable Foundation and lead newly launched financial literacy program ST.…
In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports…
Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they…
Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a…
By Aoifinn Devitt | Chief Investment Officer Highlights The third quarter was dominated by talk of inflation as the September…
Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience ST. LOUIS — Oct.…
As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise…
Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS —…
The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President…
Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for…