Advisor
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Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…
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Moneta Partner Brooke Hunady works on the Ring Winegrad Hunady & Sallaberry Team to help families achieve their goals. Brooke earned her B.S. in Finance from Southern Illinois University – Carbondale. Prior to joining Moneta,…
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Gene is the co-founder of the Diederich Brown Family Office team at Moneta, which focuses solely on Family Office services. He formerly served as the CEO of Moneta, helping to effect significant changes in management…
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Partner and Family CFO Coleman Sheehan began working at Moneta as an Advisor. Throughout his career, he has acquired the expertise necessary to provide the highest quality of service to a vast array of clients both locally and…