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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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Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

August 11, 2026

By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

July 20, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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