As an Advisor, Jerrod Anderson works to build deep relationships with successful families and institutions to develop customized solutions to fit their unique and complex needs. Jerrod also leads the Finerty Team’s Investment Committee, which is responsible for the team’s investment strategy and managing institutional portfolios.

Jerrod earned his B.S. in Economics from the United States Naval Academy. Upon graduation, Jerrod served five years as a Marine Corps Officer, leading a number of different teams both within the United States as well as Afghanistan. Following his military service, Jerrod completed the MBA program at the Olin Business School at Washington University in St Louis. Jerrod then joined Edward Jones and served as the Product Leader for the firm’s Cash Sweep Program, a multibillion-dollar cash management and investment program. Jerrod joined Moneta in December 2023.

Outside of work, Jerrod lives in Webster Groves and spends his time with his wife Anna and their two sons.

• CERTIFIED FINANCIAL PLANNER®
• Chartered Financial Analyst®
• CFA Society of St Louis, Member
• Series 65 Licensed