Five Moneta Advisors Advance to Partner

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,”...

Moneta in the News: November 2021

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...

Moneta in the News: October 2021

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...