View in portrait for best experience

Logan Finerty

Partner

CFP®, CFA

Logan Finerty is a Partner at Moneta, serving sophisticated families and nonprofit institutions nationwide. As the firm’s largest shareholder and a member of the Board of Directors, Logan also plays a key role in shaping Moneta’s long-term direction. He brings a strong institutional investment background, beginning on the fixed-income trading desk at Wells Fargo Advisors and later as an Associate Equity Analyst at Thompson, Siegel & Walmsley. His approach combines deep technical expertise with a strong commitment to personal service, delivering guidance that’s thoughtfully tailored to each client’s unique vision and long-term priorities. 

A proud St. Louisan, Logan is deeply involved in his community. He currently serves on the boards of the St. Louis Zoo Association, The St. Louis Art Museum, and City Academy. In 2016, he was honored by the St. Louis Business Journal as one of its “30 Under 30” leaders [1].  

Logan holds a B.S. in Business with a concentration in Finance from the University of Richmond. He is both a Chartered Financial Analyst® (CFA®) Charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. 

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER®
  • Moneta, Board Member, Largest Shareholder
  • St. Louis Art Museum, Board Member
  • St. Louis Zoo Association, Board Member
  • City Academy, Board Member
  • Boys and Girls Club of Greater St. Louis, Former Trustee
  • Friends of CharacterPlus, Former Board Member and President
  • Estate Planning Council of St. Louis
  • The Financial Planning Association
  • St. Louis CFA Society
  • 30 Under 30: St. Louis Business Journal 2016 [1]

Logan has received recognition through awards or rankings noted above. Please see these required disclosures:

[1] 2016 St. Louis Business Journal 30 Under 30 was released on July 8, 2016, and awarded based on the honoree’s merits, achievements and contributions to their organizations and local community prior to the release of the ranking, without a specific time period. Ranking is created and determined by the St. Louis Business Journal. Neither Moneta nor the honoree paid any compensation in connection with obtaining or using this award. https://www.bizjournals.com/stlouis/feature/30-under-30/2016

A WEALTH OF INFORMATION

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

Monthly Recap – June 2026

Monthly Recap – June 2026

July 2, 2026

June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

VIEW ALL ARTICLES

Let’s make every moment count together…