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Ingrid Lee

Senior Advisor

CFP®, CAIA

Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). 

Now a Senior Advisor at the firm, Ingrid joined Moneta in 2009 because she was curious about the field of financial planning. She saw personal finance as vital to people’s long-term plans, yet also identified it as an under-discussed topic among many heading into major life events such as starting their first job or purchasing their first home.  

Ingrid earned her bachelor’s degree from Smith College in Northampton, MA. She studied abroad at the London School of Economics for a year of her undergraduate. 

Away from work, Ingrid enjoys spending time outside with her kids, playing tennis, sewing, and serving on two non-profit boards: Missouri Coalition for the Environment and Discovery Children’s Center. 

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Alternative Investment Analyst

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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