Sophie Bechtold is a dedicated Client Service Manager at Moneta, where she plays a crucial role in assisting Advisors and Partners with daily facilitation of services for clients. Her responsibilities include account management, addressing cash needs, and general account maintenance. 

Sophie joined Moneta in 2024 because she was impressed by the company’s commitment to investing in their clients and the local community through a knowledge-driven approach. Prior to joining Moneta, she gained eight years of experience with qualified retirement plan administration and consulting at Ekon Benefits, where she held positions as a Data Specialist and Sales Representative. 

Sophie holds a Bachelor of Science in Business Administration with an emphasis in management from the University of Missouri–St. Louis. 

Outside of work, Sophie enjoys playing pickleball with her husband and their friends during the warmer months. She also loves spending time at local coffee shops and eateries, savoring delicious snacks.