We are pleased to announce that Diane Compardo, managing partner and leader of the Compardo, Wienstroer, Conrad & Janes Team at Moneta, has been named to 2019 Forbes’ Top Women Wealth Advisors list. The 250 women on the 2019 list manage nearly $315 billion in client assets, and one-third manage at least $1 billion.

The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.“Being one of the four female advisors in our state recognized by Forbes is a distinct honor,” comments Compardo. “Our primary focus is always on serving our client families, but it is rewarding to be recognized among these accomplished women.