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Leah Matz

Family Office Advisor

CPA, CFP®

As a Family Office Advisor on the Finerty Team at Moneta, Leah Matz enjoys developing relationships with clients and using her tax experience to help implement planning strategies and solve complex problems.

Leah earned her Masters in Accountancy from the University of Missouri. She is also a CPA and CFP® professional.

Prior to joining Moneta, Leah worked at EY in the Private Tax group. She focused primarily on family office clients and assisted with tax planning and compliance as well as estate and cash flow planning.

Leah lives in Richmond Heights with her husband. Outside of work, she enjoys going for walks, cooking, and spending time with friends and family.

  • Certified Public Accountant
  • Series 65 Licensed 
  • CERTIFIED FINANCIAL PLANNER®

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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