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.

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. Michael 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.

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

• Member AICPA and MOCPA
• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER® (CFP)
• Personal Financial Specialist
• Accredited Wealth Management Advisor

COMMUNITY INVOLVEMENT

• Southern Illinois University Foundation, Immediate Past President
• Women Presidents’ Organization, Former Member
• Guardian Angel Settlement Association, Former Board Member
• Covenant House of Missouri, Former Board Member
• United Way of Greater St. Louis, Former Board Member