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, Trustee
  • Boys and Girls Club of Greater St. Louis, Trustee
  • Friends of CharacterPlus, Board Member, (Past President)
  • St. Louis CFA Society
  • Estate Planning Council of St. Louis
  • The Financial Planning Association

A WEALTH OF INFORMATION

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

Monthly Recap – November 2024

Monthly Recap – November 2024

December 6, 2024

Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

VIEW ALL ARTICLES

Let’s make every moment count together…