Moneta

Moneta Employee Directory

Financial ServicesMissouri, United States501-1000 Employees

Moneta, ranked by InvestmentNews as the one of the Midwest’s largest independent RIAs with more than $37.4 billion in AUM and 500 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. 

For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. 

The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch. “MonetaU" – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement.

Find Moneta employees' phone numbers or email addresses

Moneta Global Highlights

Location
Employees

North America
804

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  • United States Of America
    803
  • Canada
    1

Europe
7

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  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Ireland
    1
  • Switzerland
    1
  • Lithuania
    1

Asia
3

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  • India
    1
  • Turkey
    1
  • Syrian Arab Republic
    1

Oceania
2

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  • New Zealand
    1
  • Australia
    1

Moneta's Leadership

  • Stylized image of a person
    G.
    Chief Executive Officer
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  • Stylized image of a person
    D. S.
    Chief Technology Officer
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  • Stylized image of a person
    D. D.
    Chief Philanthropy Officer
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  • Stylized image of a person
    W. R.
    Chief Growth Officer
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  • Stylized image of a person
    A. K.
    Chief Compliance Officer
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  • Stylized image of a person
    A. B.
    Chief Platform Officer
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    R. W.
    Chief Marketing And Communications Officer
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    S. J.
    Chief Information Officer
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Moneta Employee Metrics

100%
50%
0%
2024
2023
  • Finance
  • Operations
  • Analytics
  • Customer Success
  • Administrative
  • Other

Contact profiles from Moneta

Name
Title
Contact Info
Location
Last Update
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    D. S.
    Chief Technology Officer
    Phone icon
    Dec 11, 2024
  • Stylized image of a person
    E. K.
    Ceo & Chairman Of The Board
    Phone icon
    United StatesMissouri
    Dec 10, 2024
  • Stylized image of a person
    D. D.
    Chief Philanthropy Officer
    Phone icon
    United StatesMissouri
    Nov 14, 2024
  • Stylized image of a person
    J. T. S.
    Family Cfo | Partner
    Phone icon
    United States
    Dec 10, 2024
  • Stylized image of a person
    K. B.
    Coo
    Phone icon
    United StatesMissouri
    Dec 12, 2024
  • Stylized image of a person
    L. M. D.
    Partner | Family Office Advisor | Private Wealth, Tax, And Estate Advisor
    Phone icon
    United StatesColorado
    Dec 10, 2024
  • Stylized image of a person
    W. R.
    Chief Growth Officer
    Phone icon
    United StatesMissouri
    Dec 10, 2024
  • Stylized image of a person
    E. H.
    Partner At Moneta Group
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    United StatesColorado
    Dec 09, 2024
  • Stylized image of a person
    D. W.
    Partner/Owner
    Phone icon
    United StatesMissouri
    Dec 10, 2024
  • Stylized image of a person
    A. K.
    Chief Compliance Officer
    Phone icon
    United StatesMissouri
    Nov 15, 2024

Frequently Asked Questions

What is Moneta known for?

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Moneta was founded in 1869 operates in the Financial Services industry. The company's main headquarters is located in 100 S Brentwood Blvd St Louis, Missouri 63105 US; you can contact the main corporate office by phone at . Explore Moneta's company overview page for more information.

What is Moneta's most common email format?

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Moneta employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Moneta email formats with LeadIQ.

How many employees does Moneta have currently?

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Moneta has approximately 543 employees as of November 2024. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Moneta's key employees and leadership?

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As of November 2024, Moneta's key employees include:

  • Chief Executive Officer: G.
  • Chief Technology Officer: D. S.
  • Chief Philanthropy Officer: D. D.
  • Chief Growth Officer: W. R.
  • Chief Compliance Officer: A. K.

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