View in portrait for best experience

Kate Kloster

Advisor

CFP®

As an Advisor on the Carpenter Hehmeyer Team, Kate Kloster’s priority is to consistently provide clients with ‘Raving Fan’ service. When working with client portfolios, Kate ensures that everything is executed and completed according to the team’s standards. As one of the main contacts for clients, she lends her continuously expanding expertise to the development of every client relationship.

Kate received her B.A. in Economics with a minor in Philosophy from Denison University in 2013. She began her career with Moneta in 2014 as Client Service Manager on the Carpenter Team.

Outside of Moneta, Kate enjoys staying active through different activities, including soccer and rugby. A self-proclaimed “foodie,” Kate loves trying new restaurants and visiting different places in St. Louis.

  • B.A., Economics, minor in Philosophy, Denison University
  • CERTIFIED FINANCIAL PLANNER™

A WEALTH OF INFORMATION

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

Matthew Sallaberry Advances to Partner at Moneta 

Matthew Sallaberry Advances to Partner at Moneta 

December 19, 2024

Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the fi...

Monthly Recap – November 2024

Monthly Recap – November 2024

December 6, 2024

Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

VIEW ALL ARTICLES

Let’s make every moment count together…