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Logan Finerty

Partner

CFP®, CFA

Logan Finerty, a partner on the Finerty team, creates value through advanced planning techniques, combined with a strong ethic of personal service. Focusing on individuals, endowments, and foundations, Logan’s goal is to develop the best possible solutions for each client.

Logan earned his B.S. in Business with a concentration in Finance from the University of Richmond. Logan started his career on Wells Fargo Advisors Fixed-income trading desk. He then joined the investment management firm Thompson, Siegel, and Walmsley in Richmond, VA as an Associate Equity Analyst. Since joining Moneta in 2012, Logan applies his expertise and experience to help sophisticated clients navigate complex financial decisions.

Outside of Moneta, Logan is an ardent supporter of the St. Louis community. Most notably, he is serving the St. Louis Art Museum Board, St. Louis Zoo Board and as the past president of Friends of CharacterPlus.

A St. Louis native, Logan was honored in 2016 by the St. Louis Business Journal as one of its 30 Under 30 winners. Logan also holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™. 

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • 30 Under 30: St. Louis Business Journal 2016
  • St. Louis Art Museum Board, (Past Trustee)
  • Boys and Girls Club of Greater St. Louis, (Past Trustee)
  • Friends of CharacterPlus, Board Member, (Past President)
  • St. Louis CFA Society
  • Estate Planning Council of St. Louis
  • The Financial Planning Association
  • St. Louis Zoo Association, Board Member

A WEALTH OF INFORMATION

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