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Ingrid Lee

Senior Advisor

CFP®, CAIA

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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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