Eric KittnerCPA, CFP®
Eric has also continued the firm’s commitment to growth of their employees, as well as the community. He has continued the culture of making employees’ well-being a priority, as evidenced by their continued streak of nominations as a Best Place to Work. He also asks employees to give back to their communities, initiating an employee Volunteer Time Off (VTO) policy of paid leave.
“The work Moneta’s founders have done over the last 30+ years has positioned us to grow in an exceptional way, and I am honored to lead that charge,” Eric said. “Our vision for the firm in this next chapter is continued growth, allowing us to expand our services and expertise for clients. In fact, we owe this to our clients to fulfill our commitment to serve them for generations to come as their Family CFO.”
The firm has deep roots, growing both organically and sustainably. More recently, the firm has also embarked on growing inorganically through mergers and acquisitions. “We believe M&A will accelerate our growth and allow us to build critical mass in new markets as we compete in the marketplace. Our experience has proven our unique business model, built around our culture of independence, is attractive to other entrepreneurial firms looking to grow and expand services to their clients.”
Eric started as an Advisor with Moneta in 2003, attained his CERTIFIED FINANCIAL PLANNER (CFP)® license and now also continues to lead his own team. He says, “I believe staying close to what clients’ financial planning needs are today is an integral part of understanding where our firm needs to go in the future.”
Eric continues to grow his nine-person team, serving 150 families, dedicated to approaching every clients’ situation with a unique perspective. As leader and mentor on his team, Eric is focused on simplifying the complexities of financial planning and identifying realistic options to help clients do more. Their team works with clients at every stage of the financial life cycle—whether they are building a career or planning for the distribution of their wealth.
Prior to Moneta, Eric earned his CPA, as it was a priority for him to understand all of the financial aspects of running a business. He went on to attain experience at major firms like Ernst & Young, Arthur Anderson and RubinBrown. He graduated from The Catholic University of America in Washington D.C. with a B.A. in Accounting and also attended the London School of Economics. Eric moved to St. Louis from the East Coast in 2002, following his wife, Ryann, back to her hometown, now a city he is also passionate about calling home.
Outside of the office, Eric says his most honored credential is being “Dad” to his three young kids, two daughters who are highly creative and a son whose passion is hockey. Eric says, “St. Louis is a fantastic place to raise a family. It’s small enough that our kids have a real sense of community, but large enough for them to explore their many interests.” As a family the Kittners like to spend time at their farm, skiing and traveling to new places.
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Moneta Group, Board of Directors, Chairman
- Youth Learning Center, past Vice President of the Board
- The First Tee of Greater St. Louis, past Board Member
- Gateway to Hope, past Golf Tournament Committee member
- Clayton Century Foundation, past Major Gifts Committee member