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Dan Jensen

Client Service Manager

Dan Jensen joined Moneta as a Client Service Manager after graduating from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing Finance and Banking. During his time at Mizzou, he also studied abroad at the University of Westminster in London, gaining international perspective on financial markets. He was an active member of Alpha Tau Omega Fraternity, serving on its executive board and developing a passion for leadership and teamwork.

Dan interned with Moneta as a rising senior and was drawn back by the collaborative culture, strong values, and client-first approach. He appreciates the opportunity to build meaningful relationships while helping clients make confident, informed financial decisions.

A proud resident of Kirkwood, Dan enjoys spending time at his family farm, cheering on Mizzou and St. Louis sports teams, traveling, and golfing.

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Monthly Recap – July 2026

Monthly Recap – July 2026

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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

August 11, 2026

By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

July 20, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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