Moneta Partner Mark Heffernan serves all his clients as their Family CFO, placing high importance on making life easier for his clients. Mark has been widely quoted in both local and national financial articles and has received the Five Star Wealth Managers Best-In-Client Satisfaction Award annually since 2012. Armed with significant expertise and over 30 years of experience in financial and investment planning, Mark works to help clients make the best decisions in every situation.

Mark earned his BSBA in Economics from the University of Missouri in 1986 and his MBA in Finance from Saint Louis University in 1991. Prior to joining Moneta in 2003, he gained many years of industry experience, including time with Price Waterhouse and A.G. Edwards in St. Louis. Mark’s current certifications and memberships include: 

• Certified Public Accountant
• CERTIFIED FINANCIAL PLANNER®
• Personal Financial Specialist
• American Institute of Certified Public Accountants (AICPA)
• Financial Planning Association (FPA)
• Missouri Society of Certified Public Accountants (MSCPA) 

Today, the Heffernan Team works to alleviate fears and ease the burden on their clients in dealing with the complexities that come from having wealth. They strive to build trust and put clients’ interests first to give them the confidence that they are truly receiving unbiased advice.

Outside of his work at Moneta, Mark is heavily involved in the St. Louis community. He has served on many boards, including: 

• Ronald McDonald House Charities, Global Investment Advisory Board Member
• Ronald McDonald House Charities, Audit Committee
• Ronald McDonald House Charities, Executive Committee
• Ronald McDonald House Charities, Golf Committee
• Ronald McDonald House Charities, Board Member
• St. Joseph’s Academy, Investment Committee
• Spring Hill College Parent Advisory Council
• Western Golf Association, Director
• Past President, Chaminade College Preparatory School Board of Trustees
• Past President, Chaminade College Preparatory School Alumni Board
• Past President, Westborough Country Club
• Past Board Member, Mary Ryder Home
• Past Board Member, Moneta
• Past Treasurer, Moneta Charitable Foundation 

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Mark enjoys playing golf and tennis. He and his wife have three adult children. 

Specialties: CPA, CFP®, PFS 

 

No payment was made to be a candidate for or win the Five Star Wealth Managers Best-In-Client Satisfaction Awards received annually since 2012. See the full methodology here.