Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted in the firm as Partners.
“I am proud to congratulate and welcome Tony, Patrick, Michael, Nic and Danton as Moneta’s newest Partners,” Moneta CEO and Managing Partner Eric Kittner said. “All five have completed the Partner in Training program and met the rigorous demands of the Program by successfully demonstrating their ability to drive business growth, lead client relationships, cultivate practice management and lead teams.”
Moneta is a very special place to Tony, just as it was nearly 10 years ago when he joined the firm. While Moneta has grown in many ways over the years, the objective of providing Raving Fan service to clients hasn’t changed. He’s honored to be named a Partner, humbled to preserve the legacy of current and former Moneta Partners, and motivated to continue working with our exceptional team members in prioritizing the needs of our clients above all else.
Patrick has spent his entire 20-year career in the financial services industry. Having worked in various capacities within the financial services sector and with firms of all sizes, Patrick brings a fresh perspective for how his team at Moneta can deliver ‘Raving Fan’ service. As a Partner, he will remain integral to client relationships as he continues to focus on improving people’s lives by helping them accomplish their long-term goals.
Michael helps his clients achieve their goals by evaluating portfolios through the lens of alternative investments. He primarily works to identify opportunities in the private markets, where his background working directly in private equity allows him to understand both sides of the relationship. He joined Moneta in 2018 and now quickly becomes a Partner after returning to his hometown in St. Louis, where he is involved with the local community via organizations such as the Donald Danforth Plant Science Center, The Muny, The Magic House and his alma maters: MICDS, Princeton and Wharton.
In 2011, Nic joined Gene Diederich, then CEO of Moneta, to help oversee client relationships and lay the groundwork for the new team. Nic has extensive experience collaborating with experts both inside and outside of Moneta on behalf of his clients, finding creative solutions in tax, business and estate matters that make a meaningful difference in real time and across generations. He enjoys serving as an advocate and trusted advisor for entrepreneurs, business owners, multi-generational and emerging affluent families to simplify complex matters and navigate the ever-changing future.
Danton brought his individual practice to Moneta in 2018 after more than a decade on his own, and now quickly becomes a Partner. His adding the support of an Enterprise Service Team, as well as the resources of a firm ranked by Barron’s among the nation’s Top 10 independent RIAs for five straight years, made quite the dynamic combination with Danton’s personal expertise and care for his clients. He considers it an honor to be a Partner at a firm with such a strong national reputation. As a Partner, Danton plans to continue serving existing client relationships while also developing generational talent for the future on his team and at Moneta.
The new selection of Partners serves as the most recent example of Moneta’s commitment to growing and developing world-class talent internally through its Partner-in-Training program and career pathing supported by Moneta University.
Recruiting and retaining talent is increasingly difficult in the financial services industry, which features a tight and highly competitive job market at a time when succession planning continues to rise in relevancy for firms with aging advisors. InvestmentNews encouraged other wealth management firms to look at Moneta for inspiration on this front as MonetaU leads the way in its innovative approach to establishing a sustainable business model.
“Our team members are our most important resource, and our continued commitment to growing and developing talent within our firm ensures a sustainable future for us all,” Kittner said.
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