Moneta’s Post

Here’s a sneak peak of Moneta's most recent 'Lunch with Leadership,’ a quarterly event hosted by senior leadership for our newest employees and interns. Attendees are welcomed by Moneta’s COO, Keith Bowles, and CEO, Eric Kittner, who share an executive's perspective on our firm's history and their roles in helping shape Moneta’s future.

Do you want to work with a thriving organization committed to empowering its clients, community, and employees? Join our growing firm! Learn more about Moneta and explore career opportunities across all of our locations here: https://bit.ly/3VR8xqY

Congratulations to Charlie Mueth on his recent promotion to Advisor. #MonetaNation

For Advisor Yolanda Forkin, it's the relationships that develop between advisors and their clients. She believes the connections we make and the support we offer clients during life's many transitions can truly make a difference. Follow along as we continue to share Moneta's personal Why statements, revealing the passion and purpose behind our work. Ready to discover your Why? Click the link to learn more about a career at Moneta. https://bit.ly/4c8ojo4 #LetsTalk #WhyMoneta

We were honored to have St. Louis Cardinals President Bill DeWitt III join our recent "Investment Tea" to discuss the intersection of sports, investing, and generational family business. The DeWitt family sees the Cardinals franchise as similar to a public trust they are stewarding for the city of St. Louis—a tremendous responsibility they approach with immense care as owners.

Moneta welcomed 17 interns across all areas of the firm this past week. The interns will have a full nine week program, growing both personally and professionally by utilizing the MonetaU learning system, working on their teams and presenting a financial action plan at the end of the summer. We look forward to seeing their growth and hard work throughout the coming weeks!

Do you want to work with a thriving organization committed to empowering its clients, community, and employees? Join our growing firm! Learn more about Moneta and explore career opportunities across all of our locations here: https://bit.ly/4b8PaPH

This week's investment recap touches on the market's record-breaking run on weaker inflation data, concerns about the consumer impact of restrictive monetary policies in Europe and Canada, and Nvidia passing Microsoft to become the largest company by market value.  Follow the link below to read more.

As fiduciaries, our Advisors act in the best interest of our clients. We're not paid commissions from any investments, nor do we “sell” proprietary products. We seek to minimize conflicts of interest. All good reasons to look at Moneta careers. Let’s talk.