by Anna McDonald | Mar 16, 2021 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office
ST. LOUIS – Feb. 26, 2021 For the third year in a row Mark Conrad, CPA, CFP®, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one of the most popular advisor lists by SHOOK each...
by Anna McDonald | Dec 1, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office
St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane is ranked among the top 100 Independent Financial...
by Kelly Fortado | Sep 23, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes
For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as Barron’s most comprehensive listing, encompassing...
by Anna McDonald | Jul 31, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family Office
ST. LOUIS — For the fourth consecutive year, Diane Compardo, CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, was named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients....
by Daniel Kukla | May 13, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, News Room
Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of the 1,000 women ranked this year, Forbes featured her as one of six advisors...
by Amber Wiles | May 12, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office
Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of its 2020 Top 100 St. Louisans You Should Know. Matt Schaller brings more than a decade of experience in the financial services industry to...
