
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...


Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial modeling, strategic planning and client reporting enhancements.
Brett’s time at Moneta began in 2015 with more than four years on the Enterprise Service Team. His role started with managing performance reporting systems before he moved into analytics, where he worked with SQL databases, SAP BusinessObjects reports and building custom Excel models for strategic planning.
Brett earned his bachelor’s degree in Business Administration with emphasis in Economics from the University of Missouri-Columbia.
Outside of work, Brett enjoys spending time with his wife and their two dogs. Brett plays ice hockey and golf and follows a variety of professional sports. Brett also campaigns for Special Olympics Missouri’s annual Over the Edge event, where he rappels from a rooftop with other fundraisers and athletes.
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