
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...



Tatyana brings to the Dunston Team of Moneta over 17 years of experience in the banking and financial services industry. As an experienced leader in the industry, Tatyana is passionate about developing long-term relationships with her clients and she loves helping people. In addition to her extensive industry experience as a Senior Client Service and Operations Manager, Tatyana once owned her own business helping to care for the elderly and disabled. As an Operations Manager with Moneta, Tatyana is responsible for leading all aspects of the team’s operations, including supervising the team’s Client Service Managers and Client Service Administrators. Tatyana’s ultimate objective is to ensure that clients’ needs are addressed fully and promptly by all members of the operations team. Originally from the Ukraine, Tatyana speaks fluent Russian, and she earned a Bachelor of Science Degree in Business Management from the University of Phoenix. Tatyana enjoys spending time with her husband and two young boys exploring beautiful Colorado.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
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