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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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Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

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T is for Tax, C is for Charitable 

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When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

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First Quarter Investment Report – 2025

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