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Anna Palmentere

Client Service Manager

Anna Palmentere brings a strong passion for client relationships and a commitment to delivering thoughtful, responsive service tailored to each client’s unique needs. 

Prior to joining Moneta as a Client Service Manager on the Kittner Team, Anna worked at T. Rowe Price in Baltimore, Maryland, where she gained broad experience across several roles. She began in Retail Investment Services, working directly with clients daily, and later served as a resource for internal teams navigating client issues. She then transitioned to the Global Client Investment Reporting Team for high-net-worth clients, further strengthening her attention to detail and understanding of complex financial needs. 

Anna was drawn to Moneta by the opportunity to be in a client-facing role and to work alongside a team that values collaboration. She thrives on building meaningful connections and ensuring clients feel supported every step of the way. 

Outside of work, Anna enjoys reading, spending time at the gym, traveling, and being with her family. 

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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined th...

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