
Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
As a Client Service Manager for the Finerty Team at Moneta, Matt Schwarz provides personalized service shaped for each client.
Matt was attracted to Moneta because of its established reputation as a top RIA firm in the country and a longstanding staple in the St. Louis community. He is from the St. Louis area and attended Christian Brothers College High School.
Matt earned his Bachelor of Science in Business Administration from the University of Missouri in 2021 with a dual major in Finance and Banking with Real Estate emphasis; he also received a Certificate in Personal Financial Planning. He graduated magna cum laude and was a member of the Alpha Kappa Psi Business Fraternity.
Matt successfully passed the Securities Industry Essentials (SIE) examination as well as the Missouri Life and Health Insurance examination.
Outside of work, Matt serves as a member of the Young Professionals Board for Folds of Honor – St. Louis. He has completed a half-marathon, enjoys playing golf with family and friends, and is an avid skier – with his ideal destination being Vail. He is a huge fan of the Mizzou Tigers, St. Louis Blues, and St. Louis Cardinals.
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October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...