Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...
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
Dive into the latest insights from our expert team with our personal touch.
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
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