View in portrait for best experience

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. 

A WEALTH OF INFORMATION

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

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

VIEW ALL ARTICLES

Let’s make every moment count together…