
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
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.
Dive into the latest insights from our expert team with our personal touch.
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...