Firm Management
-
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…
-
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,…
-
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…
-
As Head of Portfolio Management and Fixed Income, 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…
