Firm Management
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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,…
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As President and Chief Operating Officer for Moneta, Keith Bowles strives to foster innovation within his team and Moneta as a whole. He enjoys working at Moneta due to the firm’s unwavering commitment to their clients and…
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As Managing Director of Capital Markets, Rich McDonald provides Moneta Principals and their clients expert investment guidance, portfolio modeling, securities research, and financial analyses. Eager to contribute in whatever way he can to client success,…
