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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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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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