
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...


Meghan Albrecht joined the Sward Team at Moneta in 2024 as a Client Service Manager because she wanted to impact the lives of clients by helping them reach their financial goals. She takes pride in providing exceptional service and enjoys meeting with clients to build personal, long-lasting relationships.
Born and raised in St. Louis, Meghan is a proud graduate of Nerinx Hall High School in Webster Groves. She earned her B.A. in Psychology from the University of Missouri-St. Louis, where she also participated in Psi Chi, the International Honor Society in Psychology.
Before joining Moneta, Meghan worked seasonally in the accounting office at The Muny in Forest Park, a non-profit focused on accessible theater, where she learned about the importance of community access, charitable giving, and – of course – accounting.
Outside of work, Meghan enjoys traveling, gardening, cooking, art, and pulling her pottery wheel outside on nice days to make something with clay.
One of her favorite travel activities is taking cooking classes to learn new skills and dishes to share with friends and family. Some of her favorite dishes to prepare with fresh ingredients from her garden include étouffée, salmorejo, and fresh salsa.
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...