Moneta
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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…
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Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for our clients. See below for a roundup of August’s media highlights with our experts’ insights:…
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There’s no summer slowdown at Moneta! From personal finance to investment strategies and market movements, a number of our team members have been busy offering their thoughts in key national and industry publications throughout the…
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In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on a variety of industry news. See below for the month’s media highlights: PLANADVISER: Unintended tax…
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It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to…
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It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to…
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Start spreading the news, Moneta has its own trust company! This move provides our advisors with tools to more efficiently pass clients’ net worth onto the next generation and furthers our commitment to fiduciary practices…
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Start spreading the news, Moneta has its own trust company! This move provides our advisors with tools to more efficiently pass clients’ net worth onto the next generation and furthers our commitment to fiduciary practices…
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Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to…
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Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to…
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Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move, Moneta, a 100% partner-owned firm offering advisory services through its registered investment…