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Brendan Bostwick

Client Service Manager

MBA

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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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

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Monthly Recap – November 2025

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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

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What does it take to scale a wealth management firm without sacrificing independence or cult...

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