Aoifinn is passionate about financial markets, knowledge sharing and education. She strives to demystify the world of investing for clients by educating them rather than merely offering advice. Her commitment to reducing complexity has empowered countless clients to make informed decisions.

Her decision to transition to Compardo, Wienstroer & Janes (CWJ) at Moneta reflects this passion and her personal aspirations to advise clients more personally and create lasting relationships with families for generations to come.

In her role as Senior Investment Advisor, Aoifinn is responsible for leading the team’s overall investment efforts and serving as a liaison to Moneta’s in-house investment department. Aoifinn also operates as the team’s Chicago Market Leader with an emphasis on serving the Family Office Practice.

Originally from Ireland, Aoifinn began her career in London as an investment banking associate at Goldman Sachs International and a specialist consultant at Cambridge Associates Limited. She subsequently founded Clontarf Capital, a pan-alternatives research and consulting firm. She later served as CIO for the Policemen’s Annuity and Benefit Fund of Chicago and head of investment for Ireland at Hermes Fund Managers Ireland Limited.

When Aoifinn joined Moneta in 2021 as CIO, she brought with her a wealth of experience in institutional client management and alternative investments, coupled with a robust background in portfolio oversight. Her illustrious global career, spanning key financial hubs such as London, Hong Kong, New York City, and Chicago, has enriched her perspective and nurtured her creativity, innovation, and adaptability. Over the years, she has cultivated a vast network of industry contacts and gained exposure to a diverse array of investment manager talent. Most recently, Aoifinn excelled as Moneta’s Chief Global Market Strategist, leveraging her over two decades of experience in the financial industry to provide a truly global investment outlook.

Aoifinn is also a licensed attorney and has been a member of the New York Bar since 1996. She holds law degrees from Trinity College Dublin and Oxford University, an MBA from INSEAD in France, and an MSc in Applied Neuroscience from Kings College London.

In addition to her professional achievements, Aoifinn hosts and produces The Fiftyfaces Podcast, which highlights diversity and inclusion within the investment industry and other professions. She has completed 55 marathons, speaks German, French and Spanish, and enjoys traveling, particularly when it involves some skiing in the winter months.

EDUCATION

• School of Law at Trinity College Dublin
• The University of Oxford Faculty of Law
• Master in Business Administration; INSEAD
• MSc in Applied Neuroscience; Kings College London

PROFESSIONAL DEVELOPMENT

• The New York Bar
• CERTIFIED FINANCIAL PLANNER® (CFP®)