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Luke Rottinghaus

Client Service Manager

Luke Rottinghaus brings a strong foundation in financial analysis and a passion for helping clients navigate their investment journeys. As a Client Service Manager on the Diederich Simmons Perez Team at Moneta, Luke supports clients with personalized service and attention to detail, ensuring their financial plans are executed seamlessly. 

Prior to joining Moneta, Luke served ultra-high-net-worth clients as a Financial Analyst in the Private Wealth Management group at Goldman Sachs in Chicago. His experience there, along with internships at Goldman Sachs and FAS Wealth Partners, equipped him with the skills and insights needed to deliver exceptional client service in a dynamic financial landscape. 

Luke earned his Bachelor of Science in Finance and Business Management/Leadership from the University of Kansas, where he was honored as the commencement speaker for the School of Business. He holds the Securities Industry Essentials® (SIE®), Series 7, and Series 63 certifications. 

Outside of work, Luke enjoys mountain skiing and traveling internationally—experiences that fuel his curiosity and broaden his perspective. 

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Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

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Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

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