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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.

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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

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