Michael Stringer

As Director of Integrations, Michael Stringer leads the planning and execution of M&A transitions and advisor team integrations at Moneta. He brings a unique perspective to each onboarding, having experienced the transition himself as an operations executive at Lane Hipple Wealth Management Group in Moorestown, NJ.

Previously as Chief Operating Officer at Lane Hipple, Michael helped build the operational infrastructure that supported their growth, including workflow design, technology, reporting, personnel management, marketing, and business planning. He was part of the leadership team that prepared the firm for its partnership with Moneta, giving him firsthand knowledge of the questions, decisions, and demands an incoming firm faces during the transition.

At Moneta, Michael’s approach to each onboarding is built around five measures of success: client experience, data integrity, business continuity, employee experience, and adoption. He coordinates work across Moneta’s Enterprise Service Team, giving incoming firms a clear view of what to expect, what is needed from them, and who is responsible throughout the transition.

Michael earned his degree in Communication with a minor in Marketing from La Salle University in 2008. He lives in Medford, NJ, with his wife and their three children. Outside of work, he enjoys coaching youth soccer, attending concerts, following NFL football, and spending time with his family in the Adirondacks and on Buzzards Bay.