Matt Schwarz

Client Service Administrator
Finerty Team
(314) 244-3522
Matt Schwarz joined the Finerty Team in 2021 as a Client Service Administrator. He 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.

Matt is from the St. Louis area and attended Christian Brothers College High School. He received an undergraduate degree in May 2021 from the University of Missouri with a dual major in Bachelor of Science, Business Administration with an emphasis in finance and banking and real estate. Matt also received a certificate in personal financial planning, which allows him to sit for the CFP examination. He earned the latin honors of Magna Cum Laude upon graduation. Matt successfully passed the Securities Industry Essentials (SIE) examination as well as the Missouri Life and Health Insurance examination.

In his free time, Matt enjoys playing golf with family and friends. He is an avid skier with an ideal destination being Vail. Matt is a huge fan of the St. Louis Blues and St. Louis Cardinals.