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Kristen Jenkins

Senior Client Service Manager

Kristen Jenkins joined Moneta in 2021 looking for an opportunity to expand her skillset. She has a background in elementary education and brings her experience in multi-tasking and always being ready to learn something new.

Kristen previously worked for a broker-dealer. She has enjoyed the level of service she is able to provide clients on the Berry Machnowski Team at Moneta while playing an instrumental role in helping new clients come on board.

Outside the office, Kristen loves starting her day with a long walk with her two dogs. She also enjoys spending time with her husband, who she met when living abroad in London, watching her youngest daughter play volleyball, and keeping up with all the life updates from her three adult children.

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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

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Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

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 

November 20, 2025

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

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