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Melissa Schlag

Client Service Manager

Melissa Schlag flourishes in building relationships as a Client Service Manager on the Kittner Team at Moneta. She joined Moneta with 16 years of experience as a Practice Manager, a role in which she helped clients identify and reach retirement goals while maintaining a presence of team support and dedication.  

Melissa earned her Bachelor of Arts Degree in Journalism and a Master of Arts in Communications at Lindenwood University. Away from work, she enjoys spending time with her husband planning the next house project and playing with their dog. 

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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...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

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