Tracy Pauli

tpauli@monetagroup.com

(314) 244-3250

Tracy brings a wealth of experience to the Compardo, Wienstroer, Conrad & Janes Team. Having worked directly with Diane for the majority of of her over 20-year tenure at Moneta, Tracy has become a friendly and familiar voice to clients and colleagues alike.

Tracy’s personal interests include rooting for the Cardinals, bowling and traveling with her husband Jeff.

TESTPOP

Truly Independent – We are fierce advocates of the fiduciary standard. Being 100% partner-owned frees us up to put clients first in every aspect of how we do business.

Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).