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Megan Kanter

Senior Advisor

CFP®

Megan Kanter oversees Moneta’s Advisory Team to build and cultivate long-lasting client relationships. Megan’s goal is to empower people to make smarter financial decisions. She does this by consistently furthering her education to bring clients innovative and effective financial tools, solutions and resources. She also brings a unique perspective with experience at firms in both Boston and Denver.

Megan earned her Bachelor of Science degree with a focus on accounting and finance from the University of Denver. Prior to joining Moneta, Megan worked at Eaton Vance in Boston, where she worked with high-net-worth individuals and focused on tax-planning strategies. Looking to expand her knowledge, she moved to Denver to work for Personal Capital, learning important aspects of behavioral finance and how to tie technology into the financial planning equation expertly.

Outside of Moneta, Megan enjoys taking advantage of everything Colorado offers, including skiing, hiking, and traveling with her husband and son. You will often find her involved in numerous mentoring opportunities and organizations that expand her knowledge base and connections.

  • CERTIFIED FINANCIAL PLANNER®

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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