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Joseph West

Advisor

MBA, CPA, CFP®

Bringing empathy and passion to every client experience, Moneta Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships.

Joe received his B.S. in Accounting with a Minor in Finance at the University of Dayton, where he completed their Master’s program receiving an M.B.A. with a concentration in Accounting.  Prior to working at Moneta Group, Joe worked at PricewaterhouseCoopers in both their assurance and tax consulting practices.  During his time at PwC, Joe focused on asset management and banking industry audit clients as well as corporate and high net worth individual tax clients.

In addition to working with his clients, Joe is active with Junior Achievement as well as other programs sponsoring financial literacy initiatives.  Joe enjoys being active and spending time outdoors, especially playing tennis, running, and skiing.  With a strong interest for adventure, Joe thoroughly enjoys international travel.

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER®
  • Series 65 License Holder
  • B.S. in Accounting (University of Dayton)
  • B.S. in Finance (University of Dayton)
  • M.B.A. (concentration in Accounting)
  • Lafayette Square Community Movies, Music, and Arts Council Member
  • Junior Achievement Financial Literacy Initiative Volunteer

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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