by Daniel Kukla | Jul 20, 2020 | Kittner Team, News Room
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial Action Plan,” Kittner reiterates the importance for creating...
by Daniel Kukla | Jun 4, 2020 | News Room, O'Meara Ring Winegrad Hunady Team
Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta offers a broad and diverse set of specialized experts to help its clients navigate any financial complexity they...
by Daniel Kukla | May 29, 2020 | News Room, Pietroburgo Bailey Team
Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020. Nicole’s legacy as a dynamic advocate for females in financial services includes helping initiate major advancements in Moneta’s...
by Daniel Kukla | May 13, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, News Room
Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of the 1,000 women ranked this year, Forbes featured her as one of six advisors...
by Daniel Kukla | Apr 1, 2020 | Blair Sheehan Steffens, Compardo, Wienstroer, Conrad & Janes, Coronavirus, News Room
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal, appear to have buoyed markets over recent...
by Daniel Kukla | Mar 18, 2020 | Investments, News Room
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to avoid panicking. “I would tell you...
