Diane Compardo

CPA, CFP®, PFS, AWMA®
dcompardo@monetagroup.com
(314) 244-3222
Diane Compardo is the founding partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta where she utilizes her 25+ years of industry experience to fulfill her passion for serving clients. Under Diane’s leadership, CWCJ 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.

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.

A nationally recognized leader in the financial services industry, Diane has been honored as one of America’s Top 100 Women 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 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 “50 Missourians You Should Know.”

Within the St. Louis community, Diane has been honored as a “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 on the boards of the United Way of Greater St. Louis and the Southern Illinois University Foundation where she serves as chair of the investment committee. Diane is also a founding (and former) board member of The Lane Thomas Foundation where she served as Treasurer and Finance Chair and a former board member and finance chair for Covenant House of Missouri. In addition, Diane is actively involved in the Women Presidents’ Organization.

When not serving her clients, Diane spends as much free time as possible with 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

  • United Way of Greater St. Louis, Board Member
  • Southern Illinois University Foundation, Board Member
  • Women Presidents’ Organization, Member
  • Spirit of St. Louis Women’s Fund, Advisory Council

NATIONAL AWARDS & RECOGNITION

  • 2014 Financial Times 100 Women Financial Advisors (only year list published)
  • 2016, 2017, 2018, 2019 Barron’s Top 100 Women Financial Advisors
  • 2017, 2018, 2019, 2020 Forbes Top Women Wealth Advisors
  • 2017 InvestmentNews Women to Watch
  • 2018, 2019, 2020 Forbes Best-in-State Wealth Advisors
  • 2018, 2019, 2020 Barron’s Top 1,200 Financial Advisors
  • 2017, 2018, 2019 Working Mother Magazine Top Wealth Advisor Moms