View in portrait for best experience

Kristen Herber

Operations Manager & Senior Client Service Manager

Kristen Herber brings great enthusiasm for helping clients with a positive attitude as an Operations Manager for the Curtis Team. She is dedicated to Moneta’s core value of providing “Raving Fan” service to every client. One of Kristen’s favorite parts about working at Moneta is assisting clients with any challenge life may bring.

Kristen earned her B.A. in English and B.A. in Psychology from Benedictine College. Outside of Moneta, she enjoys spending time with her family and friends, reading, going to the movies and the lake, and traveling to see her nephews as much as possible.

A WEALTH OF INFORMATION

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

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

VIEW ALL ARTICLES

Let’s make every moment count together…