News Room
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At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and pride ourselves in selecting top tier talent to support our clients’ evolving needs. In that…
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Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US dollar has made the asset no longer investable. The conversation touched on the impact of…
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Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tony, Patrick, Michael,…
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Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors…
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US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by slashing bond-buying in half as it prioritizes inflation over employment. Devitt said markets and consumers…
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After growing to become the sixth largest fee-only Registered Investment Advisor in the country, Moneta opened its second-ever expansion office in Kansas City last fall. While large in scope with more than $27 billion AUM…
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CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in the stock market. McGinnis first addressed the misconception that investing in the stock market is…
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November was another busy month in the media for our team across local, trade and national business publications! Check out some of our media highlights below. Ingram’s: Framing your philanthropy for a season of giving…
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Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses trying to make inroads in the RIA space. The conversation also touched on what the…
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Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market volatility in the final month of a record year. Devitt noted the propensity of investors…
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In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports our evolving client needs as Andrew brings with him a vast network of relationships to…
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Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they have shared throughout October: MoneyGeek: Best credit cards for people with excellent credit in 2021…
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Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a gasoline explosion. His dad has lived with Parkinson’s Disease for the past 33 years. While…
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By Grant Edmunds, CFP® – Advisor By now, most investors have heard of China’s second-largest real estate firm, Evergrande Group, and the potential default that looms over China’s vital real estate sector. For decades many have brushed…
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Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience ST. LOUIS — Oct. 28, 2021 — Moneta, a 100% partner-owned and fee-only firm offering advisory services through its…
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As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise with a variety of news outlets throughout the month of September. Below, we’ve compiled a…
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Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS — Oct. 13, 2021 — With evolving client needs a top priority, Moneta, a 100% partner-owned…
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Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS — Oct. 13, 2021 — With evolving client needs a top priority, Moneta, a 100% partner-owned…
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Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby brings almost a decade of experience in public accounting, specializing in a wide array of complex…
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Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®, and Founding Partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta, as a top financial advisor in the U.S. For the…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100…
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ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one…
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The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President Biden’s proposals and some items previously suggested by Senators. At this point, these are merely…
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Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for our clients. See below for a roundup of August’s media highlights with our experts’ insights:…