Helping people make good decisions is a passion for Moneta Partner Jake Winegrad. Whether it is a couple that has accumulated wealth and is approaching retirement or a committee with fiduciary responsibilities for money that isn’t their own, Jake is motivated every day to give his best advice to help them
Jake earned his B.S. in Applied Math from Towson University and his MBA from Washington University in St. Louis.
With 18 years of professional experience Jake is a leader in the areas of financial advice for businesses and nonprofits. He and his team work with clients to assist them in the prudent management of their endowments, foundations, and retirement plans. His role extends well beyond that of investment advisor as he takes a hands-on, consultative approach driven by the unique goals and objectives of each client.
In every area of his work, Jake strives to simplify the details to help clients better understand their situations, allowing them to make informed decisions about their futures. Because of this skill, Jake is a sought-after resource in the community and has been quoted in multiple publications.
In his spare time, Jake is an active member of the St. Louis civic and business communities. He and his wife have two children, Kiefer and Parker. He enjoys sports, playing golf, and coaching his sons’ baseball teams.
- Accredited Investment Fiduciary®
- Human Resource Management Association, Business Partner Relations Committee
- Boys and Girls Club of St. Louis, Resource Development Committee
- William Greenleaf Eliot Society, Washington University in St. Louis, Fundraising Committee Co-Chair