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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 – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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