View in portrait for best experience

Brad Koeneman

Partner

MBA, CFP®, AWMA®

Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER® and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’ lives as much as possible. Barron’s has named him among the nation’s top advisors for nine consecutive years from 2016-2024.

As Family CFO, Brad works with his team to streamline his clients’ lives and be proactive in addressing their financial needs. The Koeneman Team pulls all the pieces of the financial puzzle together and makes sure that all decisions are consistent with each client achieving their goals.

Brad earned his B.B.A. in Insurance and Real Estate in 1980 and his MBA in 1981, both from University of Memphis. Prior to joining Moneta as a Partner in 2003, Brad served in executive roles at Goldman Sachs & Co., Magna Group, Inc. and A.G. Edwards & Sons.

Outside of Moneta, Brad is very active in the St. Louis community. He also enjoys spending time with his wife, children, and grandchildren , along with being a private pilot and golfer.

  • Named a Barron’s Top Advisor for 9 consecutive years
  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Wealth Management Advisor™
  • Chairman of the Board of Directors of the Gateway Region YMCA, Chairman of the Investment, Executive and Finance Committees, Chairman of the Annual Fund, and Chairman of Branch Board Council
  • Formerly served as co-chair of major gifts for Mary Institute & St. Louis Country Day School, the St. Louis Zoo Corporate Committee, Edgewood Children’s Center/Great Circle, and as a board member of Pioneer Bank & Trust

A WEALTH OF INFORMATION

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

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

VIEW ALL ARTICLES

Let’s make every moment count together…