Moneta Group Investment Advisors, LLC has doubled in number of clients, employees, assets under advisement, and revenue over the last decade. The firm has placed significant emphasis on strategic planning and developing a sustainable business in order to continue this success.
“A truly sustainable business gives teams the opportunity to learn, grow, develop, and achieve their highest potential,” says Thomas O’Meara, Managing Partner and Chairman of the Board. “It is integral to create meaningful, developmentally orientated career paths for future leaders to ensure the continuation of our firm’s success.”
As part of that sustainable business plan, Moneta is pleased to announce the addition of Matt Sallaberry to the firm’s advisory ranks. Sallaberry joins partners O’Meara and Matthew Ring as an Advisor, eager to work with clients and understand the challenges and risks that families, business owners and executives face daily, all of which pose as threats to transformative wealth accumulation and protection.
“Having a sustainable business lives up to the Moneta Group brand promise of being the best RIA with whom to do business,” says O’Meara. “We are always looking for smart, hardworking professionals, and Matt certainly fulfills that role.”
Sallaberry joins Moneta Group after serving as Vice President of Commercial Lending for Enterprise Bank and Trust in St. Louis for 12 years. Prior to that, he spent 5 years at LaSalle Bank in Chicago. Sallaberry earned his B.S. in Finance from Marquette University in Milwaukee, Wisconsin.
“I am looking forward to helping a broader base of clients achieve both their personal and corporate objectives,” says Sallaberry. “I am especially excited to work with the O’Meara Ring team, which has extensive experience in both personal financial planning and 401k plan management for companies and non-profits.”