View in portrait for best experience

Katie Angelbeck

Senior Client Service Manager

Katie Angelbeck builds trust through relationships as a Senior Client Service Manager with more than a decade of experience at Moneta. Knowing her clients on a personal level throughout the years helps her anticipate their needs while tailoring service to their preferences.

Katie graduated cum laude from the University of Missouri – Columbia, receiving her B.S. in Business Administration with an emphasis in Finance and Banking. Before joining Moneta in 2011, Katie gained experience within the financial services industry through positions with Merrill Lynch and Landmark Bank.

Katie remains motivated and busy outside of work as a wife and mother of two young children. She is a St. Louis native, alumnus of Cor Jesu Academy, and currently resides in Des Peres with her family.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

March 18, 2026

By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

The Vacation Home: More Than A Property

The Vacation Home: More Than A Property

March 9, 2026

By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...

Courageous Citizenship and Finding Common Ground

Courageous Citizenship and Finding Common Ground

March 5, 2026

by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...

VIEW ALL ARTICLES

Let’s make every moment count together…