Steven L. Finerty J.D., CFP®
Direct (314) 244-3268 | firstname.lastname@example.org
Moneta Group Partner Steve Finerty earned his B.S. in Business from Drake University and his J.D. from the University of Missouri School of Law. He joined Moneta Group in 1986.
When advising clients, Steve draws upon legal and investment training, as well as more than 30 years of practical experience. He uses this experience to advise individuals and institutions on how to best accomplish their goals and objectives. He, along with the rest of the Finerty/Pietroburgo/Carpenter Team, works to find the best possible solutions for each individual client.
Steve co-founded and serves as Chairman of Argent Capital Management LLC, which manages large cap and small cap U.S. stock portfolios for institutions and high net worth individuals. He also co-founded Retirement Plan Services LLC, a full-service retirement plan administrative company and continues to serve on their board. In addition to his Family CFO responsibilities, he acts as an advisor to a large number of qualified retirement plans and endowment sponsors on administrative and investment issues.
Steve is active in the civic community and is currently involved with the following organizations: Forest Park Forever (Past Chairman), Saint Louis Symphony Endowment Trust (Past President), St. Louis Municipal Opera (The Muny), and the St. Louis Zoo where he has served on the Executive Committee. He is Past President of The Magic House, Community School, and served on the Executive Committee of John Burroughs School, Webster University, and the St. Louis Community College Foundation.
Steve enjoys golfing and traveling. He and his wife, Linda, have two children, Logan and Melissa.
- CERTIFIED FINANCIAL PLANNER™
- Argent Capital Management LLC, Co-Founder and Chairman
- Moneta Group Investment Advisors LLC, Board Member
- Retirement Plan Services LLC, Co-Founder and Board Member
- Member of the Missouri Bar Association and St. Louis Bar Association
- Estate Planning Council of St. Louis
- Forest Park Forever, Past Chairman
- Saint Louis Symphony Endowment Trust, Past President
- St. Louis Municipal Opera (The Muny)
- St. Louis Zoo