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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

A WEALTH OF INFORMATION

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First Quarter Investment Report – 2026

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 ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

April 6, 2026

A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

March 18, 2026

By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

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