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Moneta recognized by St. Louis Business Journal for charitable giving and volunteerism

The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists.

Moneta ranked No. 8 among the top 25 midsize companies in the St. Louis region and was honored for its charitable giving and volunteerism at the St. Louis Business Journal’s Corporate Philanthropy Awards.

“At Moneta, giving back is a valued tradition,” Moneta CEO, Eric Kittner, said. “Each year, Moneta Nation bands together to drive change within the community. Our employees generously invest their hard-earned dollars back into their community, and they also give their time and energy to make a positive impact as well.”

Last year, Moneta announced the appointment of Deborah (“Deb”) Dubin as its first-ever Chief Philanthropy Officer (CPO). In this role, Dubin serves as a champion for philanthropic best practices, including trust-based, inclusive and equitable grantmaking.

“This is an exciting opportunity to pioneer a new position at Moneta, offering a service that is unique in the industry,” Dubin said. “I’m eager to help elevate Moneta and their clients’ charitable efforts from transactional to transformational, while acting in alignment with their personal values and identified community needs.”

Empowering people to navigate life’s path and protect what they cherish is our “why” at Moneta. We see philanthropy and charitable giving as essential features for advancing our community. For 20+ years, Moneta’s Charitable Foundation (MCF) has led the giving of our employees’ time and talent to those that need it most. We also help guide our clients and their families in creating their legacy that aligns with their “why,” moving from transactional to transformational giving.

Since 1999, MCF has supported the communities we serve, giving back more than $4 million total to date to more than 300 nonprofit organizations. MCF is funded entirely by our employees’ generous donations and backed by Moneta Momentum Service Days, granting all 400+ employees a workday off to participate in meaningful service projects in their community.

When MCF awards a grant, it gives more than just a check. Our employees also give their time and talent by serving those organizations and the people they reach with financial advice and financial education.

As financial advisors, empowering people to navigate their life’s path, MCF has a focused effort on helping young adults build sound financial habits by understanding money as part of their high school education. Moneta sponsors in-classroom financial education programming, financial wellness panels and hands-on service projects to improve financial literacy and their financial life choices from a young age.

© 2022 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified; trademarks and copyrights of materials linked herein are the property of their respective owners.  This is not an offer to sell or buy securities, nor does it represent any specific recommendation.  You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. Past performance is not indicative of future returns. These materials do not take into consideration your personal circumstances, financial or otherwise.

Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients.

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