Who we are.
Meet our Team
Tatyana Liv
Operations Manager
Investment Team
Moneta’s advisory teams are backed and guided by the firm’s internal investment department of approximately 20 specialized experts who help maximize the value-add for our clients. This team provides institutional-quality investment experience in capital market activities over multiple market cycles with a wide-ranging knowledge base to assist with traditional and alternative asset class research and solutions. Their scope of services includes fixed income trading, portfolio management, research, asset allocation, and manager due diligence. Streamlined portfolio construction and implementation allows advisors like us to spend valuable time with clients like you on our holistic wealth management offering.
Management Team
At Moneta, we fully embrace a collaborative approach to planning your financial success. What this looks like in practice is a team of specialized experts working together to comprehensively serve you as our client. No one person can be the best at everything, so we built a management team of talented individuals who are experts in their respective fields. This equips our firm with specialized expertise in a wide range of topics to help guide you on your financial journey. Together, this team leverages strategic planning, operational efficiency, human capital and financial management to deliver an exceptional level of service our clients deserve. This also empowers our financial advisors, like me, to spend more time and energy doing what we do best and love most: proactively helping clients plan for and work to achieve their financial goals.
Estate Planning & Tax Services
Moneta’s in-house estate planning and tax experts do the complicated and time-consuming work of keeping up with the latest legal nuances so our advisors can confidently serve their clients on these fronts. Providing clients with optimal advice about estate plans and taxes requires specialized expertise. Our team brings the education and credentials necessary to develop financial planning and advice that is aligned with current law. Our advisors can consult with these experts to gain a high-level understanding of something new or navigate specific circumstances for a client. While our firm has these resources to help guide our financial planning, Moneta is not a law firm or a tax firm, and does not provide legal or tax advice. Comprehensive financial planning is not intended to constitute legal advice or to substitute for obtaining legal or tax advice from a qualified professional. We can work with your attorney and CPA to address complex aspects of your financial needs.
Partners
Moneta’s collaborative approach to planning your financial success is also reflected in our firm’s team of 61 Partners (as of September 27, 2024). If any one of us comes across a complex situation, we can tap into the vast collective knowledge and expertise of our partnership. Along with more than 100 advisors supporting those partners, as of September 27, 2023 Moneta’s team features 204 employees with at least one professional designation. Our 333 total designations span across 43 unique credentials including CFPs, CPAs, JDs, and CFAs. There’s power in numbers that we possess here as a firm.