Donor Strategies for Impact
August 24, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...
Daniel Prentice
Senior Client Service Manager
Daniel joined Moneta Group as a Client Service Manager in 2017 after receiving his BSBA in Finance from the University of Missouri – St. Louis in December 2016.
Along with his desire to learn about the complexities of comprehensive financial management, Daniel enjoys being part of an incredibly smart and hardworking team that is passionate about ethically serving their clients.
Outside of Moneta, Daniel enjoys spending time with his wife and two daughters. He is passionate about the outdoors, including activities such as camping, hiking, kayaking, and fishing. If you see a helmet on his desk, that’s because he enjoys riding his motorcycle whenever possible.
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Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – July 2026
August 12, 2026
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
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
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...