View in portrait for best experience

Kevin Ward

Senior Advisor

CFP®

Kevin Ward enjoys helping clients and their families identify and realize their multi-generational goals and objectives. As an Advisor for the team, he leverages Moneta’s size and independence to ensure each client is receiving the best advice and service possible for them.

After working in a single-family office, Kevin has experience helping Ultra-High Net Worth individuals with their complex estate, insurance, tax and investment planning in public and private markets.

Kevin graduated from the University of Illinois Urbana-Champaign with a bachelor’s degree in Agriculture and Consumer Economics with a concentration in Financial Planning. He is also credentialed as a CERTIFIED FINANCIAL PLANNER™

Kevin lives in the Lincoln Park neighborhood of Chicago with his wife and daughter. They enjoy exploring the city and, when possible, traveling the world. During the summer, you can often find him playing golf and enjoying the outdoors – both in Chicago and Northern Michigan. He supports St. Louis and Illinois Fighting Illini sports teams and does his best to keep up with their success.

  • CERTIFIED FINANCIAL PLANNER™
  • Evans Scholars Foundation Leadership Council

A WEALTH OF INFORMATION

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

March Madness: Sentiment vs Hard Data

March Madness: Sentiment vs Hard Data

March 27, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

VIEW ALL ARTICLES

Let’s make every moment count together…