Geneen Von Kloha

Advisor
Finerty Team
gvonkloha@monetagroup.com
(314) 244-3461
Moneta Advisor Geneen Von Kloha, selected annually since 2015 as a FIVE STARSM Wealth Manager, works on the Finerty Team to help clients achieve financial independence through individualized, comprehensive education and unbiased evaluation of their financial needs and goals.

Geneen earned her B.S. in Business Administration, with an emphasis in Finance, from the University of Missouri–Columbia and her Masters of Business Administration, with an emphasis in Information Technology, from the University of La Verne–California. Prior to joining Moneta in 2002, she worked for Trilogy Financial Services as a Registered Representative in West Covina, California. She grew up in Webster Groves and graduated from WGHS.

When working with clients on the Finerty Team, Geneen works to consistently, identify smart strategies for philanthropic giving, wealth creation, protection, and tax-efficient distribution to future generations. Her goal is to always deliver creative strategies through ‘Raving Fan’ service.

Outside of her work at Moneta, Geneen is also active in the civic community. Most notably, she serves as Vice President for NAMI St. Louis and as a Trustee for Community School, assigned to the Finance and Investment Committees.

Geneen met her husband, Troy, during a year-long domestic exchange program at California State Polytechnic University - Pomona during her undergraduate studies. Geneen and Troy reside on the west side of Grant’s Farm with their four children. Gylian, Georgiana, & Genevieve, fondly referred to as the three G’s, and "little man" Truman, monopolize most of Geneen’s time outside of the office. The highlight of her day is reading to the children or being read to by the oldest two.
  • Certified Trust and Financial Advisor
  • Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, Member
  • Financial Planning Association, Member
  • NAMI St. Louis, Board Member and current Vice President, past Treasurer; currently serving on the Executive, Finance, Development, Nominations and Long Term Financial Planning Committees
  • Community School Board of Trustees; currently chairing the Investment Committee and serving on the Finance Committee
  • The Bach Society of Saint Louis, Past Board Member/Secretary/Endowment Committee Chair; currently serving on the Endowment Committee
  • Whitfield Finance & Asset Oversight Committee, Member
  • Goddard School, Past PTO Vice President
  • Girl Scouts of Eastern Missouri, Volunteer and Member
  • Series 65 (Registered Investment Advisor) licensed
  • Notary Public