
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Brendan Bostwick joined the Moneta Advisory Services Team as a Client Service Manager in 2021.
After growing up in St. louis, he graduated from Rockhurst University in Kansas City with a B.S.B.A. in Accounting earning his MBA in accounting from the same school.
After graduation, he worked as an accountant for Parallon, a revenue cycle company that specialized in healthcare business and operational services for hospitals across the country.
In his free time, Brendan enjoys being with friends and family, watching sporting events and traveling. As a Blues and Cardinals fan, Brendan attends as many games as he can. He is very excited about the new Major League Soccer team, St. Louis City.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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