View in portrait for best experience

Sophie Bechtold

Client Service Manager

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. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

October 22, 2025

by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

VIEW ALL ARTICLES

Let’s make every moment count together…