We are pleased to share that Financial Advisor Magazine ranked Moneta among the nation’s Top 20 RIAs based on total AUM. Click the link to read the cover story for these rankings. Note: To see the full list, you will be required to fill out a form.
Moneta
Financial Services
St Louis, Missouri 5,752 followers
Let's talk. But not just about money.
About us
Moneta, ranked by InvestmentNews as the one of the Midwest’s largest independent RIAs with more than $37.4 billion in AUM and 500 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch. “MonetaU" – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement.
- Website
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http://www.monetagroup.com
External link for Moneta
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- St Louis, Missouri
- Type
- Partnership
- Founded
- 1869
- Specialties
- Family CFO Services, Retirement and Education Planning, Investment Planning, Institutional Consulting and Retirement Plan Administration, Tax Planning, Moneta Trust, a division of National Advisors Trust, FSB, Philanthropic and Estate Planning, and Family Office
Locations
Employees at Moneta
Updates
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In this quarterly report, we’ll seek to dissect the numbers and find the “devil in the details”, while not losing sight of the big picture that warrants excitement: technology, science, and medicine are all colliding; investment dollars are flowing through to the real economy and life-changing advances are happening. As always, there are risks in investing, but there is also plenty to be excited about. Follow the link below to read the full piece.
Second Quarter Investment Report
monetagroup.com
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ICYMI: Sarah Renieri and Jana Gregorek from our Talent Acquisition team attended a networking event for young professionals at the Kirkwood Family Golf and Learning Center last week.
Manager of Talent Acquisition at Moneta, Owner and Creator of Elevate your Career, Hiring Professional in attracting and retaining top talent, focused on Women in Leadership in Wealth Management and Financial Services
Had a great time attending a networking event hosted by Commerce Bank UHY LLP, Certified Public Accountants Carmody MacDonald P.C. And Moneta at the Kirkwood Family Golf and Learning Center! This event was geared towards young professionals and interns across these great companies for the opportunity to connect and learn more about one another. Thank you to our sponsors and to the Family Golf and Learning Center for hosting! #youngprofessionals #internship #professionaldevelopment Rachel Palmisano, CTP Jana Gregorek CLU®,ChFC®,MBA Chris Ruzicka Marianne Biangardi, MS, BFA
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We're looking forward to learning from the students at Olin Business School - WashU!
This summer, Moneta has the exciting opportunity to partner with graduate students at Olin Business School - WashU as part of their summer consulting project! The graduate students will dive in to our social media practices to learn how we can continue to attract and engage with our family office clients. Thank you to Emily Richardson, Ed.D. and Rebecca Dohrman for the opportunity and partnership with WashU! We look forward to the final presentations and recommendations in August!
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Moneta is seeking an Estate Planning Specialist to join a team of experts in the estate planning field to collaboratively provide strategic advice, recommend strategies, summarize client estate plans easily, and work closely with our financial advisors to integrate estate planning into our clients' overall financial plans. Click the link below to learn more and apply.
Estate Planning Specialist
jobs.smartrecruiters.com
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Are you passionate about helping people achieve their financial goals and building lasting relationships based on trust and transparency? Consider becoming a fiduciary at Moneta, a top-ranked RIA in the country. Follow this link to learn more: https://bit.ly/4eVMSXt
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June's monthly recap highlights the haves and have-nots in June, the Fed holding rates steady, and a brief look at worldwide elections in "the year of elections." Follow the link below for the entire piece.
Monthly Recap - June 2024
monetagroup.com
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Moneta is pleased to be an official Summer Partner of NCAA golfer ⛳ Max Herendeen! Max was recently named a second team All-American and selected to the All-Freshman Team by the GCAA. Max also received Big Ten Conference First Team and Freshman of the Year honors. His talent, dedication, and drive to succeed perfectly align with our values at Moneta. We're excited to support him as he navigates the exciting world of collegiate golf and beyond. Follow Max's journey this Summer here: https://bit.ly/3xGZp0d
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Helping clients with their financial future takes the kind of service usually found in small firms. But it also requires the broad resources of a bigger firm. At Moneta, you can find a career where you get both. Let's talk.
Let’s Talk… About a Career With Big Resources but Small-Firm Feel
monetagroup.com
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Here’s a sneak peek of Moneta's most recent 'Lunch with Leadership,’ a quarterly event hosted by senior leadership for our newest employees and interns. Attendees are welcomed by Moneta’s COO, Keith Bowles, and CEO, Eric Kittner, who share an executive's perspective on our firm's history and their roles in helping shape Moneta’s future.
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