Moneta Partners Diane Compardo and Mark Conrad named to Forbes’ 2020 Best-In-State Wealth Advisors List.

We are pleased to announce the Compardo, Wienstroer, Conrad & Janes Team has two advisors named to Forbes’ 2020 Best-In-State Wealth Advisors List. Among advisors in Missouri, Managing Partner Diane Compardo was ranked 4th and Partner Mark Conrad was ranked 34th.

Both Compardo and Conrad have previously been listed on Forbes’ Best-In-State Advisors list; this is the third consecutive year for Compardo and the second consecutive year for Conrad.

 In 2020, Forbes’ Best-In-State Wealth Advisors list recognized more than 4,000 of the top advisors throughout the country. Each wealth advisor spotlighted by Forbes was nominated, researched, interviewed and assigned a ranking within their respective states and markets. The selection and ranking process was done through SHOOK Research using an algorithm of both qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, assets under management and more.

“Both Mark and I are honored to be named among Missouri’s top advisors,” Compardo said. “Our focus as a team is to provide comprehensive, independent advice that simplifies the complexities of wealth. It’s rewarding to see that focus and dedication recognized by the financial media.”

The full list of Forbes’ Best-In-State Advisors is available here.

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