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 preparing for expansion into the Kansas City market (office opening planned for fall 2020)

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

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