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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.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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