We’re thrilled to reach out to you to announce a few recent promotions! These promotions reflect our commitment to professional growth and underscore the remarkable talent within our Team. Join us in celebrating these milestones, which not only mark a significant achievement for our team members, but also reinforce our promise to continually enhance our capabilities to serve you better.
We are proud to announce Kristi’s promotion to Partner, a milestone that recognizes her dedication, talent, and impact across Moneta.
This accomplishment is a true testament to Kristi’s hard work and her unwavering commitment to our clients, our team, and Moneta. Kristi brings a thoughtful, creative approach to everything she does, pairing strategic insight with genuine care for the people she serves. Her passion, leadership, and willingness to challenge herself to grow each day make her a trusted advisor and an inspiring presence within our organization.
Please join us in congratulating Kristi on this well-deserved achievement. We are excited to celebrate this important career milestone and look forward to the incredibly bright future ahead for Kristi as a Moneta Partner.
We are thrilled to share the promotions of Brigid Andrews and Eric Boland to Senior Client Service Manager. Brigid and Eric have consistently leaned in, taken on new responsibilities, and made a meaningful impact. Their dedication shows up every day in the way they support our Partners and Advisors, collaborate with the team, and, most importantly, care for the clients we serve. Both bring thoughtfulness, accountability, and a steady commitment to delivering an exceptional client experience. Please join us in congratulating Brigid and Eric on this well-deserved next step. We’re grateful to have them on our team and excited for what’s ahead.
We look forward to their continued leadership and contributions in driving success for our clients and Moneta for years to come.
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