Firm Management
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With more than 25 years in the financial services industry—including more than two decades in recruiting and business development at Wells Fargo Advisors—Robbie Hutchinson brings deep expertise and a genuine understanding of advisors’ needs to Moneta’s M&A and Business Development…
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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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When Moneta’s founding Partners selected Eric Kittner as Managing Partner and Chairman of the Board in 2018, it not only signaled a passing of the torch from one generation of leadership to the next, but a seminal…
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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…
