View in portrait for best experience

Will Steinberg

Client Service Manager

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.

A WEALTH OF INFORMATION

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

Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

August 11, 2026

By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

July 20, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

VIEW ALL ARTICLES

Let’s make every moment count together…