Geneen M. Von Kloha MBA, CTFA
Direct (314) 244-3461 | firstname.lastname@example.org
Moneta Group Advisor Geneen Von Kloha, selected in 2015 and 2016 as a FIVE STAR℠ Wealth Manager, works on the Finerty Pietroburgo Carpenter Team to help clients achieve financial independence through individualized, comprehensive education and unbiased evaluation of their financial needs and goals.
Geneen earned her B.S. in Business Administration, with an emphasis in Finance, from the University of Missouri–Columbia and her Masters of Business Administration, with an emphasis in Information Technology, from the University of La Verne–California. Prior to joining Moneta in 2002, she worked for Trilogy Financial Services as a Registered Representative in West Covina, California. She grew up in Webster Groves and graduated from WGHS.
When working with clients on the Finerty Pietroburgo Carpenter Team, Geneen works to consistently, identify smart strategies for philanthropic giving, wealth creation, protection, and tax-efficient distribution to future generations. Her goal is to always deliver creative strategies through ‘Raving Fan’ service.
Outside of her work at Moneta, Geneen is also active in the civic community. Most notably, she serves as treasurer for NAMI- St. Louis and Chair of the Bach Society of St. Louis Endowment Committee. She is also actively involved at Community School and Goddard School where her children attend.
Geneen met her husband, Troy, during a year-long domestic exchange program at California State Polytechnic University – Pomona during her undergraduate studies. Geneen and Troy reside on the west side of Grant’s Farm with their three daughters. Gylian, Georgiana, & Genevieve, fondly referred to as the three G’s, monopolize most of Geneen’s time outside of the office. The highlight of her day is reading to the children, or being read to by the oldest two.
- Certified Trust and Financial Advisor
- Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, Member
- Series 65 (Registered Investment Advisor) licensed
- Notary Public
- National Alliance on Mental Illness - St. Louis, Board Member and Treasurer
- The Bach Society of Saint Louis, Board Member, Past Secretary and Endowment Committee Chair
- Community School, Finance Committee
- Goddard School, PTO Member