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Megan Benz

Data Integrity and Compliance Specialist

Megan Benz serves as a Data Integrity & Compliance Specialist at Moneta, where she ensures the accuracy of client data, supports compliance initiatives, and drives operational efficiency. In her role, Megan manages and organizes client systems and files, implements process improvements, and collaborates to maintain best practices. Her expertise in enhancing workflows and her attention to detail allow her to streamline daily operations while ensuring compliance with industry regulations.

Megan began her career in healthcare, holding roles at Parc Provence, an Alzheimer’s and Dementia care facility, and Barnes Jewish Hospital in Patient Financial Services. She later transitioned into the financial services industry as a Client Service Administrator at Moneta, building a strong foundation for her current role.

Megan lives in Saint Peters and enjoys spending her free time with family and friends, reading, traveling, attending concerts, supporting the St. Louis Blues and Cardinals, being outdoors, and engaging with her community.

EDUCATION

  • BHSc, University of Missouri – Columbia

COMMUNITY INVOLVEMENT

  • Immanuel Lutheran Church, Olivette, Member of multiple committees and community outreach programs

A WEALTH OF INFORMATION

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

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...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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