Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Diane Compardo is the founding partner of Compardo, Wienstroer & Janes at Moneta, where she utilizes her 25+ years of industry experience to fulfill her passion for serving clients. Under Diane’s leadership, her team has established itself as a trusted provider of comprehensive financial planning and family office services to senior corporate executives, successful entrepreneurs, professional athletes, and a growing number of ultra-affluent multi-generational families located throughout the United States.
A nationally recognized leader in the financial services industry, Diane has been honored as one of America’s Top 100 Advisors by Forbes, Barron’s, and The Financial Times, and is the only advisor in Missouri named to all three lists. In 2018, The Wall Street Journal featured Diane for successfully developing a sustainable business and discussed best practices for developing team talent to ensure a successful outcome to succession planning. Micheal Kitces, one of the financial industry’s top writers and bloggers, also featured Diane’s mentoring and talent development efforts and highlighted several examples of her major accomplishments (Financial Advisors Success Podcast with Michael Kitces, Episode 84).
Diane began her career in the Personal Financial Services Group of PwC and joined Moneta in 1997. She subsequently became the first professional in Moneta’s 150-year history to be promoted to the role of partner from within the firm’s advisor ranks. Diane is currently serving her second term as a member of Moneta’s Board of Advisors.
Diane is also a well-known role model for professional women at both the national and local levels. In 2017 she was named by InvestmentNews as one of its “Women to Watch” based on her leadership, ability to affect change, willingness to share expertise with other women, and commitment to giving back to the community. Working Mother magazine named Diane to its 2017 inaugural and subsequent lists of “Top Wealth Advisor Moms.” In 2018 Ingram’s magazine named Diane as one of the “50 Missourians You Should Know.”
Within the St. Louis community, Diane has been honored as one of the “Women Influencing Business” by The St. Louis Business Journal and included on St. Louis Small Business Monthly’s 2016 list of “100 St. Louisans You Should Know to Succeed in Business.” Diane has also been honored with the Missouri Athletic Club’s “Women of Distinction” award, as well as a “Reaching Out” award from Town & Style magazine for her commitment to philanthropy in the St. Louis community. The Metro St. Louis YWCA named Diane a “Leader of Distinction.” In 2018 and 2019, subscribers of St. Louis Small Business Monthly voted Diane “Best Overall Wealth Manager” in St. Louis.
With a strong commitment to giving back to her community, Diane frequently leverages her financial acumen in her volunteer roles. She currently serves as President and Chair of the Investment Committee of the Southern Illinois University Foundation. Diane is also a founding (and former) board member of The Lane Thomas Foundation, where she served as Treasurer and Finance Chair, a former board member and finance chair for Covenant House of Missouri, and a former board member of the United Way of Greater St. Louis. In addition, Diane is an active member of the Southern Illinois University Women’s Leadership Council.
Diane is also a proud member of the American Institute of Certified Public Accountants (AICPA) and the Missouri Society of Certified Public Accountants (MOCPA).
When not serving her clients, Diane spends as much free time as possible with her family. She enjoys reading, golfing, running, and spending time with friends. Diane and her husband, Ron Wienstroer, have three children.
PROFESSIONAL DEVELOPMENT
COMMUNITY INVOLVEMENT
NATIONAL AWARDS & RECOGNITION
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
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November 13, 2024
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