Partner Emeritus
-
Moneta Partner Allan Curtis works with his clients as their Principal Financial Advisor, or Family CFO. A CERTIFIED FINANCIAL PLANNER™ professional, Allan uses his significant experience and expertise, combined with the talent of his team, to…
-
With over thirty years of experience serving institutional and individual needs, Jim Blair is a tenured Partner at Moneta Group with one of the most successful practices in the industry. Jim earned his B.S. in Business…
-
Moneta Group Partner Nancy Georgen works with her clients to fully understand their specific goals, objectives, and detailed financial information. By paying close attention to the details, Nancy is able to offer comprehensive advice on investment,…