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Michael Machnowski

Partner

CFP®

Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His financial career began immediately after he graduated from The College of Holy Cross in Worcester, MA, where he earned a bachelor’s degree in economics. In addition to applicable securities registrations and insurance licenses, Michael has earned the CFP® certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Before moving to New England, Mike spent his childhood on the North Fork of Eastern Long Island, where he developed his passion for golf, tennis and all things outdoors. He currently lives in Windham, NH with his wife and their three children.

  • CERTIFIED FINANCIAL PLANNER®

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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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