View in portrait for best experience

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

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

Monthly Recap – January 2025

Monthly Recap – January 2025

February 10, 2025

Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...

Buying Property Abroad:  What You Need to Know 

Buying Property Abroad:  What You Need to Know 

February 7, 2025

Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...

Move Fast and Break Things

Move Fast and Break Things

February 4, 2025

Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...

Should You Buy That Yacht in Retirement?

Should You Buy That Yacht in Retirement?

February 3, 2025

The third age of retirement: enjoying retirement.  The call of the ocean. A lot of us hear it, bu...

VIEW ALL ARTICLES

Let’s make every moment count together…