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Adam Haas

Client Service Manager

Adam Haas works to build trusting relationships with clients to fully understand their complex situations and provide them with the “raving fan” service they deserve. He joined the Finerty Team at Moneta as a Client Service Manager in 2023 because of Moneta’s dedication to its clients and excellent reputation as a top RIA firm.

Adam earned his bachelor’s degree in Finance and Economics with a minor in Personal Wealth Management from the University of Alabama.

He enjoys watching St. Louis sports and Alabama football, golfing, skiing, and traveling.

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Protecting You From WhatsApp Impersonation Scams

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An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

Disaster Response 

Disaster Response 

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Monthly Recap – April 2025

Monthly Recap – April 2025

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Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

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