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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

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Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

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by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

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...

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