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.

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

What Is Philanthropy? Ways to Engage

What Is Philanthropy? Ways to Engage

June 11, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

Monthly Recap – May 2026

Monthly Recap – May 2026

June 10, 2026

May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

June 5, 2026

By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

VIEW ALL ARTICLES

Let’s make every moment count together…