
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


As an Executive Assistant, Emily McCrary provides exceptional support to the Finerty Team at Moneta, empowering them to focus on serving clients and their individual financial needs.
Emily graduated from Southeast Missouri State with a Bachelor of Science in Hospitality Management & Marketing. Her past career experience came at the Four Seasons, where she found her passion to assist others and create meaningful relationships.
Emily and her husband have two children. In her free time, she enjoys spending time with family, baking, and being outdoors.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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