Moneta’s CMO Susan Gerard recognized among top leaders in St. Louis and financial planning industry at large

 

The St. Louis Business Journal selected Susan Gerard as one of 14 winners for its inaugural “C-Suite Awards,” which recognize a class of C-level leaders in the region who made the biggest impact on their companies in 2019.

This honor comes just three months after Susan was named as one of five national finalists for “Chief Marketing Officer of the Year” in the Asset Managers category of the 2019 WealthManagement.com Industry Awards, which celebrate the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success.

Susan empowers Moneta’s marketing team to internally develop and implement its brand strategy at a national scale as Moneta expands to new markets for the first time in our company’s 150-year history of making St. Louis its exclusive home. Her strategic and proactive approach to marketing emulates that of Moneta’s entire Enterprise Service Team (EST) supporting our advisory teams and empowering them to deliver a world-class client experience. This approach, which is driven by specialized experts like Susan, is a key differentiator from traditional back-office support seen throughout the wealth management industry.

© 2020 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.

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