View in portrait for best experience

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. 

A WEALTH OF INFORMATION

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

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

June 5, 2026

By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

VIEW ALL ARTICLES

Let’s make every moment count together…