Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...
Adam Haas
Client Service Manager
CFP®
Adam Haas is committed to building meaningful relationships with clients by understanding the full scope of their financial lives and delivering the exceptional service they deserve. He joined the Finerty Team at Moneta as a Client Service Manager in 2023, drawn by the firm’s client-first culture and reputation as a leading RIA firm.
Adam earned his B.S. in Finance and Economics, with a minor in Personal Wealth Management, from the Culverhouse School of Business at the University of Alabama.
Outside of work, Adam enjoys staying active and spending time outdoors — especially golfing, skiing, and traveling. A devoted sports fan, he never misses an Alabama game and proudly supports all of St. Louis’ teams.
- CERTIFIED FINANCIAL PLANNER®
- St. Louis ARC, Young Professionals Board Member
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Monthly Recap – April 2026
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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...
Macroeconomic and Market Chat with Carlyle’s Jason Thomas
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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...