
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
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.
Dive into the latest insights from our expert team with our personal touch.
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...