
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...


Heather Fox joined GFTR as a Client Services Administrator and also works part-time as an Office Services Specialist for Moneta. Heather’s diverse career history makes her a valuable and enthusiastic part of our team! Her experience ranges from therapy services at St. Louis Children’s hospital where she assisted children with complex medical disorders to working on Wall Street. The common thread throughout Heather’s career is her passion for helping people, whether that entails their health or financial wellbeing.
Heather attended Wellesley College in Wellesley, MA and Webster University in Webster Groves, MO and received a Bachelor of Arts degree in psychology. She and her husband live in Webster Groves and have two children. She enjoys hiking, traveling, and reading. A testament to her energy and tenacity, Heather has participated in an Ironman Canada Triathlon, as well as 13 other triathlons, and eight marathons, including the Boston Marathon. She is excited to be part of the team and help our clients protect what they cherish.
Dive into the latest insights from our expert team with our personal touch.

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...

November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...