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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

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Geopolitics Update: Monitoring the Recent Escalation in the Middle East

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...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

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