With combined experience exceeding 65 years, Steve Finerty, Linda Pietroburgo and Michael Carpenter have assembled a team that is uniquely qualified to provide financial guidance to individuals, retirement plans, foundations, and endowments. The highest priority of each and every team member is to provide clients with exceptional service and extraordinary expertise in all financial matters.
The Finerty/Pietroburgo/Carpenter Team has diverse qualifications and experience in a variety of disciplines, so that solving even the most involved financial issues is uncomplicated and highly competent. In addition to the depth of professionalism within the entire Moneta staff, our team, on its own, has more professional designations than the entirety of most financial planning firms.
- 6 CERTIFIED FINANCIAL PLANNER™ professionals
- 5 Attorneys
- 1 Certified Public Accountant
- 1 Chartered Financial Analyst®
- 2 Certified Pension Consultants
- 2 Qualified Pension Administrators
- 2 Qualified 401(k) Administrators
- Numerous other specialized financial designations
As a team, part of our culture is our commitment to professional development. This is only one of the ways we continually strive to improve the services we provide our clients.
Every member of the Finerty/Pietroburgo/Carpenter team is committed to creating the kinds of relationships with clients that make it possible to anticipate both their financial and personal needs. We dedicate ourselves to collaborating across disciplines so that we always deliver the highest quality advice. This dedication allows our team to cultivate trusting, personal relationships that go beyond the ordinary client-advisor rapport. In fact, we are especially proud of the multi-generational relationships which Moneta Group and our team have advised for decades.