Moneta Advisor Geneen Von Kloha holds the Certified Trust and Financial Advisor designation as well as the Accredited Trust and Fiduciary Advisor designation and has been selected annually since 2015 as a FIVE STARSM Wealth Manager. Geneen is a financial advocate empowering her clients to achieve financial independence through individualized, comprehensive education and unbiased evaluation of their financial needs and goals. She helps clients identify smart strategies for wealth creation, protection, philanthropic giving and tax-efficient distribution to future generations.
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. Geneen is a lifelong resident of St. Louis, educated in the Webster Groves School District.
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 Whitfield School co-chairing the Finance and Investment Committee. Geneen also serves on the Lindbergh Schools Board of Education Finance Advisory Committee, as well as the Bach Society of Saint Louis Endowment Committee.
Geneen met her husband Troy of more than 20 years during a year-long domestic exchange program at California State Polytechnic University – Pomona during her undergraduate studies. They are parents to Gylian, Georgiana, Genevieve and Truman.
- Certified Trust and Financial Advisor
- Accredited Trust and Fiduciary 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
- Whitfield School, Board Member; currently serving on the Executive Committee and co-chairing the Finance and Investment Committee
- Community School Board of Trustees, Past Board Member/Investment Committee Chair; continuing to serve on the Investment Committee
- The Bach Society of Saint Louis, Past Board Member/Secretary/Endowment Committee Chair; continuing to serve the Endowment Committee
- Goddard School, Past PTO Vice President
- Girl Scouts of Eastern Missouri, Volunteer and Member
- Series 65 (Registered Investment Advisor) licensed
- Notary Public
