What Is Philanthropy? Ways to Engage
June 11, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...
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.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – May 2026
June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...