Moneta in the News: June 2021

In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on a variety of industry news.

See below for the month’s media highlights:

PLANADVISER: Unintended tax consequences arise when the RMD date shifts

  • In this article, Partner Gene Diederich weighed in on the extension of the age for required minimum distributions, explaining how this issue has impacted clients of all types, and how Moneta advisors are assisting clients with more advanced planning.

7:47 Conversations Podcast: Eric Kittner: Empowering people and helping them navigate life’s path

  • Eric Kittner, CEO and Chairman of the Board, joined host Chris Schembra on air to discuss his leadership philosophy. Eric detailed how he empowers clients and emphasized his unwavering commitment to the growth of Moneta employees and the community.

St. Louis Post-Dispatch: Standouts among this year’s top workplaces

  • Moneta was selected as a training award recipient for scoring the highest on a company-wide survey revealing employees feel strongly that they receive the formal training they want for their career at Moneta.

Barron’s: The unexpected harmony of careers in wealth management and the arts

  • Partner and Financial Advisor Erin Hadary shared how her professional interest in finance coincides with her passion for the arts as she serves a number of creative clients.

Stay connected with the Moneta team and visit us for real-time company updates on LinkedIn, Facebook and Twitter.

© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. These articles do not individually or collectively constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation.

Additional articles