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Katie Schell

Operations Manager

Katie Schell joined the Kittner Team at Moneta as a Client Service Manager in 2017 and quickly earned a promotion to Operations Manager in 2020.

Prior to joining Moneta, Katie spent four years working at Midwest Motor Sports serving as the Finance Manager. She also previously worked in the medical field alongside general surgeons, assisting in various medical procedures.

Katie is a graduate of Heritage College, where she earned her Associate of Radiologic Technology degree. She also earned her Associate of Science degree from Lewis & Clark Community College.

Katie stays active by spending as much time as possible with her children, extended family, and friends. She plays sand volleyball on the weekends and travels as much as her schedule will allow. Katie follows the Cardinals and Blues and recently joined her first fantasy football league.

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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 

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

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

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by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

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