Firm Management
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Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial modeling, strategic planning and client reporting enhancements. Brett’s time at Moneta began in 2015 with more than four…
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Jana Gregorek is the Director of Talent Acquisition at Moneta. In her role, she partners with Moneta’s leadership team to develop and drive the recruiting strategy to support the firm’s nationwide growth. Jana works diligently…
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Moneta hired Matt Harlan as Director of Trust Services when the firm launched Moneta Trust in 2021 to offer in-house trust services for its clients. In this role, Matt is responsible for overseeing and helping…
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As the Head of Alternative Investments at Moneta, Andrew Kelsen is the interface between Partner Teams, operations, portfolio management and the alternative investment universe. He leads the sourcing, due diligence and ongoing oversight of the…
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Anthony Palazzolo works with the client facing teams to assist with the creation and implementation of their strategic plans. He is also responsible for Performance Management for the firm with the objective of helping each…
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In 2018 Eric Kittner ushered in the next generation of leadership at Moneta. During that time, Moneta has transformed from a single-location Midwest firm into one of the nation’s largest, top ranked fee-only independent RIAs,…
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As Head of Investment Strategy and Research at Moneta, Chris Kamykowski leads across multiple fronts to help optimize the firm’s approach to investments at both macro and micro levels. Chris works in collaboration with the…
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Lisa Bedell loves being a part of the Sward Team and working every day to provide “Raving Fan” service for the best clients in the business. She especially enjoys optimizing the team’s processes and procedures,…
