As an Investment Consultant at Moneta Group, David Wickenhauser assists Partner teams by delivering investment tools, investment research, performance reporting, marketing and communications material, and general investment consulting advice. Being passionate about investments and the markets, David also enjoys assisting the Partner teams with portfolio transition and implementation.
David brings more than five years of valuable working experience in the wealth management industry to Moneta’s Investments Team. He was attracted to Moneta’s truly unique combination of large-scale resources with an entrepreneurial culture.
Prior to joining Moneta in 2019, David spent most of his career at Edward Jones, where he would assist Advisors with portfolio implementation and rebalancing, creating financial plans, and articulating performance of investments. David also worked on a team that ensured the accuracy of performance reports. He then spent nearly a year at Charles Schwab working in a client-facing consulting capacity.
After graduating from Southern Illinois University Edwardsville with a B.S. degree in Business Economics and Finance, David continued his education by attending Lindenwood University to earn his MBA degree. David also holds the Chartered Financial Analyst® designation (CFA®) and Certified Financial Planner® certification (CFP®).
Away from work, David enjoys golfing with his father, skiing, and playing the piano. David especially enjoys spending time with his wife and daughter. David’s family enjoys the St. Louis Zoo and frequently visits Disney theme parks.