Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). 

Now a Senior Advisor at the firm, Ingrid joined Moneta in 2009 because she was curious about the field of financial planning. She saw personal finance as vital to people’s long-term plans, yet also identified it as an under-discussed topic among many heading into major life events such as starting their first job or purchasing their first home.  

Ingrid earned her bachelor’s degree from Smith College in Northampton, MA. She studied abroad at the London School of Economics for a year of her undergraduate. 

Away from work, Ingrid enjoys spending time outside with her kids, playing tennis, sewing, and serving on two non-profit boards: Missouri Coalition for the Environment and Discovery Children’s Center. 

• CERTIFIED FINANCIAL PLANNER™
• Chartered Alternative Investment Analyst