Moneta
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Estate planning is an important aspect of financial planning that helps individuals and families protect and…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – An irrevocable life insurance trust (ILIT) is a trust that is designed to hold a life…
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Moneta Partner Peter Racen recently celebrated entrepreneurship and recognized the contributions of five outstanding individuals in the St. Louis area. The UMSL Accelerate Entrepreneur of the Year Award was established by Racen and his wife…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2022 marks the sixth year in a row (2017-2022) that Barron’s ranked Moneta in the Top 11 of its…
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St. Louis-based national firm launches its fourth expansion location in four years In a move to strengthen its client-first infrastructure, Moneta, a 100% partner-owned and fee-only firm offering advisory services through its registered investment advisor…
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Mental health became a top-of-mind issue during the Covid pandemic, and it stands as one of the four pillars of Moneta’s Wellness Commitment Program: Well Moneta. As an increasing number of people struggle with mental…
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Peter Racen moves practice from Northwestern Mutual to join Moneta as a Partner on the Gast Freeman Troyer Team ST. LOUIS — September 22, 2022 — Attracted by the firm’s national reputation, fee-only structure, and…
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Local Denver 7 News turned to Moneta Partner Lynn Dunston to discuss the topic of retirement planning in a volatile market environment. Here is an excerpt of Dunston’s insight from an article posted on thedenverchannel.com:…
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Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St.…
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Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked a seminal moment in Moneta’s history as the founders passed the firm off to the…
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As Moneta’s national footprint grows, so do the awards. After eight straight years of being recognized as a Top Workplace in St. Louis from 2014-2021, Moneta was named among the “Top Workplaces USA” award winners…
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Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US dollar has made the asset no longer investable. The conversation touched on the impact of…
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Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tony, Patrick, Michael,…
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Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors…
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CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in the stock market. McGinnis first addressed the misconception that investing in the stock market is…
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November was another busy month in the media for our team across local, trade and national business publications! Check out some of our media highlights below. Ingram’s: Framing your philanthropy for a season of giving…
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Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses trying to make inroads in the RIA space. The conversation also touched on what the…
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Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market volatility in the final month of a record year. Devitt noted the propensity of investors…
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Dubin will advise clients on philanthropic efforts, help guide Moneta’s Charitable Foundation and lead newly launched financial literacy program ST. LOUIS — November 30, 2021 — In time for Giving Tuesday, Moneta, a 100% partner-owned…
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In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports our evolving client needs as Andrew brings with him a vast network of relationships to…
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Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they have shared throughout October: MoneyGeek: Best credit cards for people with excellent credit in 2021…
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Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience ST. LOUIS — Oct. 28, 2021 — Moneta, a 100% partner-owned and fee-only firm offering advisory services through its…
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As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise with a variety of news outlets throughout the month of September. Below, we’ve compiled a…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100…