COMPARDO, WIENSTROER,
CONRAD & JANES

WHO WE ARE >ABOUT US

MEANINGFUL METRICS

A deep bench of experienced advisors and dedicated service professionals

Number of nonprofits assisted through board service, donations and volunteering

Average size of service team per client

OUR HISTORY

D
1997

Diane Compardo leaves PwC to become Moneta’s first Advisor employee

E
2007

Diane Compardo becomes the first Partner promoted from Advisor in Moneta’s 150-year history

D
2011

Diane Compardo launches The Compardo Team

E
2012

Ron Wienstroer, former EY Tax and Business Advisory Partner, joins the team to lead development and strategic initiatives

D
2013

Mark Conrad, former Senior Manager at Rubin Brown, joins the team adding valuable experience in advising executives and entrepreneurs

E
2014

Jordan Janes joins the team with a focus on serving the professional athlete community

D
2017

Team continues steady growth and reaches $1 billion of Assets Under Advisement (AUA) milestone

E
2018

Jordan Janes and Mark Conrad are promoted to Partner and team is renamed Compardo, Wienstroer, Conrad & Janes (CWCJ)

D
2018

Moneta and CWCJ expand into the Denver market

E
2018

Ben Trujillo J.D., LL.M., joins CWCJ as Senior Advisor to serve complex needs of growing Family Office practice

D
2019

CWCJ reaches $1.5 billion of AUA and adds Grant Edmunds to focus on growing Kansas City market

"
2020

Moneta and CWCJ expand into Kansas City market at iconic 1900 Shawnee Mission Parkway building. Margie Carmody joins CWCJ as 1st full-time KC team member

WHERE WE SERVE

ADVISING SUCCESSFUL FAMILIES ACROSS THE GLOBE

CONNECT

COMPARDO, WIENSTROER,
CONRAD & JANES

100 South Brentwood Blvd
Clayton, MO 63105
314-244-3377

1900 Shawnee Mission Pkwy, Suite 225
Mission Woods, Kansas 66205
913-359-8476

 

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