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Katie Hackett

Associate Advisor

CFP®

As an Associate Advisor, Katie is involved in various client situations and enjoys providing her client’s first-class service. She feels fortunate to be a piece of her client’s financial puzzle that allows them to not only achieve their financial goals and leave a powerful legacy but also help them enjoy the things they love most in life.

Katie is a graduate of Saint Louis University where she received a Bachelor of Science in Business Administration with a Concentration in Finance in three years. While in school, Katie completed a year-long internship at Moneta before joining us as a full-time Client Service Manager in 2020. Katie has earned her CFP® designation through the College of Financial Planning.

Katie resides in Chicago, IL and works out of the Moneta office downtown. A lifelong skier and snowboarder, Katie enjoys spending her free time outside and is testing out new waters by learning how to fly fish.

EDUCATION

  • B.S., Business Administration with concentration in Finance, Saint Louis University

COMMUNITY INVOLVEMENT

  • Marian Middle School, Enrichment Instructor
  • Horizon St. Louis, Finance Committee
  • KidSmart, Event Planning Committee Member

PROFESSIONAL DEVELOPMENT

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

A WEALTH OF INFORMATION

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

Monthly Recap – April 2025

Monthly Recap – April 2025

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When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

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