ST. LOUIS—March 24, 2017—Over the last decade, Moneta Group Investment Advisors, LLC has doubled in number of clients, employees, assets under advisement and revenue. In order to continue this success, the RIA firm has placed significant emphasis on strategic planning, reinvestment, and developing a sustainable business.
“Having a sustainable business gives our clients more confidence that they and their families will be served by advisors they know and trust for generations to come,” says Thomas O’Meara, Managing Partner.
A big part of this plan is in creating meaningful, developmentally oriented career paths for future leaders in order to ensure the continuation of the firm’s success. To that end, Moneta is pleased to announce the addition of Michael Torney, J.D., CFP® to the firm’s advisory ranks.
Torney joins Partner Patrick C. Duff as an Advisor and future Partner in Training, eager to learn from Duff’s 24 years of experience and, ultimately, become an integral part of Duff’s sustainable business plan.
“Sustainability is important to my team and Moneta’s future success,” says Duff. “We are always looking for bright, highly skilled young professionals who can fulfill that role and Mike fits that objective very well.”
Torney joins Moneta Group after serving as an Associate Wealth Advisor at Buckingham Strategic Wealth for 3 years. Prior to that, he served as a Law Clerk while acquiring his J.D. and LL.M. in Taxation from Washington University. Torney received his B.A. in Government from Franklin & Marshall College in Lancaster, Pennsylvania. He holds his Certified Financial Planner™ designation.
“I’m thrilled to be part of Moneta’s rich history of delivering Raving Fan service,” says Torney. “I look forward to working with the Duff team’s talented professionals to serve our current clients and grow our business.”