Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Michael Carpenter
Partner
J.D., CPA, CFP®
Partner Michael Carpenter earned his Masters of Accountancy magna cum laude from the University of Missouri-Columbia in 2005 and his J.D. from Saint Louis University School of Law in 2009. Prior to joining Moneta, Michael was an auditor for Ernst & Young in Kansas City, Missouri. At Moneta, Michael’s team handles a wide array of financial issues for clients. Using a variety of sophisticated financial tools and a depth of knowledge, Michael is able to help clients achieve their financial objectives. Michael serves on the North Side Community School Board of Directors.
He enjoys playing golf and traveling with his wife and two sons.
- Juris Doctorate
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER®
- Masters of Accountancy, magna cum laude
- Missouri Bar Association
- Estate Planning Council of St. Louis
- Financial Planning Association
- Series 65 (Registered Investment Advisor) licensed
- Prior service – The Magic House, Chair of the Young Professionals Board
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...