Diane Compardo Named to Working Mother and SHOOK Research’s ‘Top Wealth Adviser Moms’ List

ST LOUIS, MO (November 7, 2017)—Diane Compardo of Moneta Group was recently named to the first-ever “Top Wealth Adviser Moms,” list, released by Working Mother magazine and SHOOK Research, a ranking which measures the best practices of an adviser learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firms and assets under management.

Subha Barry, senior vice president & managing director of Working Mother Media, says, “We are proud to honor working mothers who are the best and brightest financial advisers in the U.S.  And the moms have found that the flexibility and entrepreneurial career path play to their strengths in building a lucrative career and raising a family.”

RJ Shook, president of SHOOK Research, says, “These advisers treat their clients like their own families; they are dedicated to helping these families reach their goals and dreams for the future. I would hire any of them to work with my family.”

Diane is the founder and lead partner of The Compardo Team at Moneta Group where she also serves on the firm’s Board of Advisors. Under her tenure, The Compardo Team has grown to seventeen professionals, working together to provide comprehensive advisory services to a select group of clients.

“On behalf of all the working moms at Moneta Group, it is truly an honor to be recognized alongside such a tremendous group of accomplished professionals,” says Compardo.

Linda Pietroburgo, Moneta Group partner and fellow board member, says, “Diane is an inspiration for everyone at Moneta Group.  She is always out in front, pushing ahead and actively engaged in shaping both her team and the firm. Her leadership and support of our women professionals has been instrumental in helping shape the future of the firm.”

Compardo was ranked #12 out of the 200 working moms recognized. The complete list of the 2017 “Top Wealth Adviser Moms” can be found here.

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Methodology: Working Mother and Shook Research used a ranking algorithm based on qualitative measures: service models, investing process, client retention, industry experience, review of compliance record, firm nominations plus quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports.

About Moneta Group: Headquartered in Clayton, Missouri, Moneta Group provides wealth management services to successful families, businesses, and institutions. Founded in 1869, the firm has $20 billion in assets under advisement and is one of the largest RIA firms in the country. For more information on Moneta Group, visit www.monetagroup.com.

 

About Working Mother Media: Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change. Working Mother magazine is the only national magazine for career-committed mothers. Follow us on Facebook, Twitter, LinkedIn, Instagram and Pinterest.

About SHOOK Research: As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements. For more information see www.SHOOKresearch.com.