COMPARDO, WIENSTROER,
CONRAD & JANES
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
Diane Compardo leaves PwC to become Moneta’s first Advisor employee
Diane Compardo becomes the first Partner promoted from Advisor in Moneta’s 150-year history
Diane Compardo launches The Compardo Team
Ron Wienstroer, former EY Tax and Business Advisory Partner, joins the team to lead development and strategic initiatives
Mark Conrad, former Senior Manager at Rubin Brown, joins the team adding valuable experience in advising executives and entrepreneurs
Jordan Janes joins the team with a focus on serving the professional athlete community
Team continues steady growth and reaches $1 billion of Assets Under Advisement (AUA) milestone
Jordan Janes and Mark Conrad are promoted to Partner and team is renamed Compardo, Wienstroer, Conrad & Janes (CWCJ)
Moneta and CWCJ expand into the Denver market
CWCJ reaches $1.5 billion of AUA and adds Grant Edmunds to focus on growing Kansas City market
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
CWCJ passes $2 billion Assets Under Advisement (AUA) and adds Tax Strategist and Family Office Strategist to further deepen bench of experts
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
913-374-3022
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