View in portrait for best experience

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.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

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 ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

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

May 19, 2025

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

VIEW ALL ARTICLES

Let’s make every moment count together…