Five Moneta Advisors Advance to Partner
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,”...
Financial Planning quotes Moneta CEO Eric Kittner among industry leaders: “The RIA is the model that’s winning”
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors leaving brokerage houses to become fiduciary RIAs, as well as...
Moneta CIO Aoifinn Devitt tells US News she expects inflation to be elevated in 2022
US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by slashing bond-buying in half as it prioritizes inflation over employment. Devitt said markets and consumers should not be surprised by the Powell “pivot”...
CNBC Select quotes Moneta Partner Patrick McGinnis about investing in the stock market
CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in the stock market. McGinnis first addressed the misconception that investing in the stock market is like gambling. “In gambling, somebody wins and...
Moneta in the News: November 2021
November was another busy month in the media for our team across local, trade and national business publications! Check out some of our media highlights below. Ingram’s: Framing your philanthropy for a season of giving Margie Carmody, Advisor, shared her insight on...
InvestmentNews Podcast features Moneta CEO Eric Kittner in conversation about RIA industry trends
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses trying to make inroads in the RIA space. The conversation also touched on what the influx of money is doing to the RIA marketplace and if...
WATCH: Moneta CIO Aoifinn Devitt discusses US equities and inflation on Bloomberg
Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market volatility in the final month of a record year. Devitt noted the propensity of investors to “buy the dip” because so much money is...
Moneta Names Deborah Dubin as Firm’s First-Ever Chief Philanthropy Officer
Dubin will advise clients on philanthropic efforts, help guide Moneta's Charitable Foundation and lead newly launched financial literacy program ST. LOUIS — November 30, 2021 — In time for Giving Tuesday, Moneta, a 100% partner-owned and fee-only firm offering...
Moneta in the news: Introducing our new Head of Alternative Investments Andrew Kelsen
In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports our evolving client needs as Andrew brings with him a vast network of relationships to leverage, helping expand our resource offerings...
Moneta in the News: October 2021
Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they have shared throughout October: MoneyGeek: Best credit cards for people with excellent credit in 2021 Michael Peek, CFP® and Advisor, explained...