
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Mark Sandquist leads the private markets team within the Moneta Family Office practice.
He joined Moneta after two years within the Raymond James Investment Bank, where he was a director in the private funds advisory (PFA) business. Prior to that, he spent six years with the PFA business at Moelis & Co., where he advised high-profile private market General Partners on their fundraising strategies that resulted in multiple oversubscribed fundraises.
Mark also spent 10 years at Summit Strategies, an institutional investment consulting firm where he was a principal and co-head of private markets. His clients there committed approximately $4 billion a year across private equity, venture capital, private credit, and real assets. He also set up and raised capital for a fund of funds and co-investment fund.
Before his time at Summit, Mark worked in the CFO office of three different companies with increasing responsibilities across accounting, finance, and corporate treasury.
Mark earned his Bachelor of Science in Finance from the University of Illinois, an MBA from DePaul’s Kellstadt School of Business, and is a CFA® Charterholder.
Outside of work, Mark enjoys spending time with his wife and two daughters, is an avid golfer, and loves to be in the mountains.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...