Three Moneta Advisors Advance to Partner

Moneta’s Board of Managers unanimously approved Tasha Borglum, Steven Diederich, and Zach Han, to be promoted in the firm as Partners.

“I am proud to congratulate and welcome Tasha Borglum, Steven Diederich and Zac Han as Moneta’s newest Partners,” Moneta CEO and Managing Partner Eric Kittner said. “They have completed the Partner in Training program and met the rigorous demands of the program by demonstrating their ability to grow the business, lead complex client relationships, cultivate practice management, and lead teams.”

Tasha’s desire to become a Partner at Moneta was multifaceted. First and foremost, she wanted to ensure continuity for her team’s clients and team members long into the future. Second, the structure of Moneta is attractive for a business owner. Partners have the autonomy to run their individual practices as they see fit, yet there is tremendous support from the firm’s shared service teams (such as Marketing and Investments). This allows client teams to focus more time and energy directly on the client experience. Third, Moneta is a special place full of talented and passionate individuals.

“Every member of Team Moneta, whether a Partner or not, has a unique story,” Tasha said. “My story is that of a career Mom. A career Mom can be a Partner at Moneta and also an amazing parent. In fact, I think both roles support and enhance the other. I hope to share my story with other talented women at the firm and give them the support they need to forge their own unique path forward.”

Steven helped Moneta launch its first Kansas City area office location in 2020. Advancing to Partner at Moneta helps demonstrate how he and his team execute business succession planning similar to how they can help clients execute their own business succession planning goals. Taking care of his current team and clients remains his top priority as a Partner. He plans to continue the development of his team’s family office practice, which they see becoming an increasingly large part of their long-term strategy.

“We believe that Moneta is a world class organization made up of some of the best and brightest professionals,” Steven said. “Joining this partnership group has been a long-term goal. I’m so proud of the work we do for our clients. We build meaningful relationships and play a major role in helping them clarify and achieve their lifetime financial goals in support of the things the things they most cherish.”

Zach finds it easy to tell Moneta’s story outside the firm’s walls to attract more talent and deliver the “raving fan” experience clients have come to know. He strives to create a place for people to grow and find success in whatever way that means to them. He believes our people, clients, professional colleagues, families and anyone associated with Moneta should have a great experience – and he’s passionate about delivering it.

“Reaching Partnership is truly a testament for me as to how our firm lives, what we value and how we support each other,” Zach said. “We truly believe that our group is incredibly dynamic and flush with some of the best talent in the industry. We challenge each other every day and it’s an amazing feeling to wake up and know there are over 400 people who all have your back. We can’t do it without each other and it’s really cool to have that support system. Moneta continually works to help set the Gold Standard in the way we conduct our business, take care of our clients, and more importantly, how we support our people.”

The new selection of Partners serves as the most recent example of Moneta’s commitment to growing and developing world-class talent internally through its Partner-in-Training program and career pathing supported by Moneta University.

Recruiting and retaining talent is increasingly difficult in the financial services industry, which features a tight and highly competitive job market at a time when succession planning continues to rise in relevancy for firms with aging advisors. InvestmentNews encouraged other wealth management firms to look at Moneta for inspiration on this front as MonetaU leads the way in its innovative approach to establishing a sustainable business model.

“Our team members are our most important resource, and our continued commitment to growing and developing talent within our firm ensures a sustainable future for us all,” Kittner said. “A special thank you to all the team members supporting these new Partners, the Executive Mentors and the Talent and Organizational Development team for their continued dedication and support of this critical program.”

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