[dtm_vertical_timeline line_color=”#41BA77″ _builder_version=”4.10.8″ _module_preset=”default” text_font=”|700|||||||” global_colors_info=”{}”][dtm_vertical_timeline_item timeline_label=”1997″ font_icon=”%%35%%” icon_color=”#FFFFFF” circle_color=”#41BA77″ _builder_version=”4.10.8″ _module_preset=”default” border_color_all=”RGBA(0,0,0,0)” border_style_all=”none” global_colors_info=”{}”]Diane Compardo leaves PwC to become Moneta’s first Advisor employee[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2007″ font_icon=”%%36%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” custom_margin=”-10px||||false|false” global_colors_info=”{}”]Diane Compardo becomes the first Partner promoted from Advisor in Moneta’s 150-year history[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2011″ font_icon=”%%35%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Diane Compardo launches The Compardo Team[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2012″ font_icon=”%%36%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Ron Wienstroer, former EY Tax and Business Advisory Partner, joins the team to lead development and strategic initiatives[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2013″ font_icon=”%%35%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Mark Conrad, former Senior Manager at Rubin Brown, joins the team adding valuable experience in advising executives and entrepreneurs[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2014″ font_icon=”%%36%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Jordan Janes joins the team with a focus on serving the professional athlete community[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2017″ font_icon=”%%35%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Team continues steady growth and reaches $1 billion of Assets Under Advisement (AUA) milestone[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2018″ font_icon=”%%36%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Jordan Janes and Mark Conrad are promoted to Partner and team is renamed Compardo, Wienstroer, Conrad & Janes (CWCJ)[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2018″ font_icon=”%%35%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Moneta and CWCJ expand into the Denver market[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2018″ font_icon=”%%36%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]Ben Trujillo J.D., LL.M., joins CWCJ as Senior Advisor to serve complex needs of growing Family Office practice[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2019″ font_icon=”%%35%%” icon_color=”#FFFFFF” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]CWCJ reaches $1.5 billion of AUA and adds Grant Edmunds to focus on growing Kansas City market[/dtm_vertical_timeline_item][dtm_vertical_timeline_item timeline_label=”2020″ font_icon=”%%1%%” icon_color=”#ffffff” _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”]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[/dtm_vertical_timeline_item][/dtm_vertical_timeline][dtm_vertical_timeline line_color=”#ffffff” disabled_on=”on|on|on” _builder_version=”4.10.8″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][dtm_vertical_timeline_item title=”Diane Compardo leaves PwC to become Moneta’s first Advisor employee” timeline_label=”1997″ font_icon=”%%58%%” icon_color=”RGBA(0,0,0,0)” circle_color=”#ffffff” _builder_version=”4.10.8″ _module_preset=”default” border_color_all=”RGBA(0,0,0,0)” border_style_all=”none” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Diane Compardo becomes the first Partner promoted from Advisor in Moneta’s 150-year history” timeline_label=”2007″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Diane Compardo launches The Compardo Team” timeline_label=”2011″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Ron Wienstroer, former EY Tax and Business Advisory Partner, joins the team to lead development and strategic initiatives” timeline_label=”2012″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Mark Conrad, former Senior Manager at Rubin Brown, joins the team adding valuable experience in advising executives and entrepreneurs” timeline_label=”2013″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Jordan Janes joins the team with a focus on serving the professional athlete community” timeline_label=”2014″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Team continues steady growth and reaches $1 billion of Assets Under Advisement (AUA) milestone” timeline_label=”2017″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Jordan Janes and Mark Conrad are promoted to Partner and team is renamed Compardo, Wienstroer, Conrad & Janes (CWCJ)” timeline_label=”2018″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Moneta and CWCJ expand into the Denver market” timeline_label=”2018″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”Ben Trujillo J.D., LL.M., joins CWCJ as Senior Advisor to serve complex needs of growing Family Office practice” timeline_label=”2018″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”CWCJ reaches $1.5 billion of AUA and adds Grant Edmunds to focus on growing Kansas City market” timeline_label=”2019″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][dtm_vertical_timeline_item title=”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” timeline_label=”2020″ _builder_version=”4.10.8″ _module_preset=”default” global_colors_info=”{}”][/dtm_vertical_timeline_item][/dtm_vertical_timeline]
