Leadership
Moneta's team combines deep expertise, genuine care, and a collaborative spirit.
Amanda Barrale
Chief Platform Officer
Adam Kruger
Chief Compliance Officer
Bill Rowe
Chief Growth Officer
Dan Sherman
Chief Technology Officer
Bethany Wilkinson
Chief Talent Officer
Peter Brown
Senior Managing Director of Mergers and Acquisitions
Lisa Bedell
Vice President of Practice Management
Lisa Bedell loves being a part of the Enterprise Services Team and working every day to provide “Raving Fan” service for…
Elizabeth Carter
Vice President of Finance
Jamie Goodwin
Vice President of Centralized Operations
Kristin Messey
Vice President of Marketing
Kelly Moore
Vice President of Estate Planning and Trust Services
Anthony Palazzolo
Vice President of Strategic Planning & Advisory Engagement
Anthony Palazzolo works with the client facing teams to assist with the creation and implementation of their strategic p…
Amanda Sawyer
Vice President of Compliance
Brett Woodruff
Vice President of Innovation
Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial…
Nick Duggan
Director of Enterprise Applications
Matt Harlan
Director of Trust and Family Office
Moneta hired Matt Harlan as Director of Trust Services when the firm launched Moneta Trust in 2021 to offer in-house tru…
Julie Harrington
Director of Strategic Growth Initiatives
Renee Huey
Director of Training & Organizational Development
Katie Knapp
Director of Estate Planning Services
Jessica Rallo
Director of Human Resources
Robbie Hutchinson
Managing Director – M&A
With more than 25 years in the financial services industry—including more than two decades in recruiting and business de…
Partners
Moneta’s partners lead diverse teams, unified by a shared approach and a single standard of service.
Sarah G. Berry
Partner
Sarah has developed an approach to advising her clients based on straight talk, common sense and simplified holistic inv…
Patrick C. Duff
Partner
St. Louis, Missouri Partner who has spent more than three decades helping families turn complex financial challenges i…
Amy Hiett
Partner
Amy Hiett became a Managing Partner of the Hiett Walsh team in 2009 after building a successful financial services pract…
Al Simmons
Partner
Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in…
Latest Insights
Retirement Planning for Executives: Timing Equity, Pensions, and Deferred Compensation
September 15, 2026
Danton Troyer, Partner, CFP® How long do you have before you reach your ideal retirement age? Ten years? Two years? Many…
Monthly Recap – August 2026
September 10, 2026
August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood…
Looking to the Helpers
September 9, 2026
It’s hard to believe it’s been 25 years since the tragic events of 9/11. For many of us, the terrorist attack and its af…
The Bond Market Speaks: Unraveling the Recent Increase in Interest Rates
September 2, 2026
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