COMPARDO, WIENSTROER,
CONRAD & JANES

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