Patrick C. Duff

St. Louis, Missouri

Partner who has spent more than three decades helping families turn complex financial challenges into real solutions.

Experience: 34 Years of Experience, Spanning the Tech Bubble, the 2007–09 Financial Crisis, and Every Bear and Bull Market In Between

Specialties: Physicians & Dentists • Business Owners • Corporate Executives

I’m the original owner and founder of my team, which I started in 1994. Since then, we’ve grown from a team of one to a team of 14, now managing more than $795 million in assets.

I’ve always had a passion for investments, the stock market, and financial planning topics that could benefit, reward, and change a family’s life in a positive way. That interest started in college and carried over for the full span of my business career.

How I work with clients

I listen, learn, and then apply my experience and knowledge, along with that of our team of experts, to solve family challenges and help clients work toward their future goals, objectives, and generational planning desires. What I enjoy most is solving complex family challenges centered around finances.

Some of the clients I’ve worked with have faced difficult marriages complicated by divorce, an undisciplined spender in the relationship, or children going through financial hardship that affects their own retirement goals. Each situation calls for a carefully crafted plan so the client can see a path forward without undue stress or hopelessness. Knowing I’ve helped families find real solutions and positive outcomes is what brings me joy. Money is almost always intertwined in the family challenges people face over a lifetime.

I’m grateful to the mentors at Moneta, seasoned partners who blazed a trail before me and taught me the right way to be a valuable client advocate and advisor. Every week I find myself wondering what client challenges will come up for me to play a positive role in solving.

Pat outside the office

I’m an avid high-mountain hiker, usually trekking off the grid above the tree line. Over the last 20 years, I’ve hiked all over Yosemite, Desolation Wilderness, and Rocky Mountain National Park in every season. As a former college athlete, I spent 20 years as treasurer of the Fellowship of Christian Athletes in St. Louis. I’m also a car enthusiast, and for a season I worked on improving my driving skills at World Wide Technology Raceway alongside other drivers doing the same. My wife and I love to travel to all parts of the world, sometimes with no agenda at all, just to surprise ourselves.

I started working at age nine as a paperboy so I could buy my first Schwinn 10-speed. I fell in love with trains after a cross-country train ride as a little boy, and not long after I started working full time, I began a railroad pocket watch collection that I still have to this day.

Favorite quote

“Do unto others as you would have them do unto you.”