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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As Senior Managing Director of Mergers and Acquisitions at Moneta, Shawn Paulk plays a key role in driving the firm’s strategic inorganic expansion. He is instrumental in accelerating the M&A process, fostering partnerships with like-minded…
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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,…
