
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...


Will Steinberg arrives with a smile. As a Client Service Manager on the Kittner Team, Will strives to build strong relationships with clients and is dedicated to helping them plan for their financial future. He values the opportunity to understand each client’s goals and provides the support to help reach them.
Will first joined Moneta in 2024 as an intern and held the role until graduating from Miami University in 2025 with a Bachelor of Science in Business, majoring in Finance. Before that, he held multiple positions in sales and customer service, where he enhanced his skills in communication, problem-solving, and relationship building.
As a St. Louis native, Will is a massive fan of the Blues, Cardinals, and toasted ravioli. Outside of the workplace, he also enjoys staying active, watching movies, and spending time with his friends and family.
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