Moneta Group Employee Directory

Q: Who are Moneta Group key employees?

Some of Moneta Group key employees are Tasha Borglum , Tony Dorn , Matthias Ring , Mary Kate Gulick , Dan Sherman

Moneta Group corporate office is located in 100 S Brentwood Blvd, Saint Louis, Missouri, 63105, United States and has 201-500 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

169

Operations

106

Sales

Human Resources

Marketing

Legal

Information Technology

Moneta Group CEO

Eric KittnerChief Executive Officer & Chairman

Phone

See Profile

Key Employees of Moneta Group

TB
Tasha Borglum
Partner and Family Chief Financial Officer
PhoneEmail
TD
Tony Dorn
Partner, Family Chief Financial Officer
PhoneEmail
MR
Matthias Ring
Chief Financial Officer, Family
PhoneEmail
Mary Kate Guli...
Chief Marketing Officer (Fractional)
PhoneEmail
DS
Dan Sherman
Chief Technology Officer
PhoneEmail
JS
Julie Sward
Chief Financial Officer, Family & Partner
PhoneEmail

Moneta Group Global Presence

Location	People at location
North America	201-500
Asia	1-10

Index of contact profiles from Moneta Group

Hundreds of professionals searching for Moneta Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RM
Richard McDonald
Email Direct
Portfolio Manager
United States , Missouri , Saint Louis

ML
Margaret Lyons
Email Direct
Specialist
United States , Missouri , Saint Louis

DN
Dan Noonan
Email Direct
Manager, Ai Operations
United States , Missouri , Saint Louis

RM
Ricardo Martinez
Email Direct
Temp Client Support Specialist
United States , Missouri , Saint Louis

RS
Ryan Siebel
Email Direct
Client Service Administrator
United States , Missouri , Saint Louis

SA
Sangharsh Aggarwal
Email Direct
Lead Data Integration Architect
United States , Missouri , Saint Louis

AL
Amanda Luetkemeyer
Email Direct
Operations Specialist
United States , Missouri , Saint Louis

EK
Eric Kittner
Email Direct
Chief Executive Officer & Chairman
United States , Missouri , Saint Louis

WC
William Cochran
Email Direct
Senior Client Support Specialist
United States , Missouri , Saint Louis

JH
Julie Harrington
Email Direct
Director, Strategic Growth Initiatives
United States , Missouri , Saint Louis

AR
Anna Rudoi
Email Direct
Family Office
United States , Missouri , Saint Louis

MK
Megan Kanter
Email Direct
Senior Financial Advisor
United States , Missouri , Saint Louis

RH
Robbie Hutchinson
Email Direct
Managing Director, Mergers Acquisitions & Business Development
United States , Missouri , Saint Louis

AB
Amanda Barrale
Email Direct
Chief Platform Officer
United States , Missouri , Saint Louis

TD
Tony Dorn
Email Direct
Partner, Family Chief Financial Officer
United States , Missouri , Saint Louis

JA
Jacob Allaman
Email Direct
Senior Advisor
United States , Missouri , Saint Louis

AG
Andrew Glenn
Email Direct
Senior Advisor
United States , Missouri , Saint Louis

SS
Susan Shackelford
Email Direct
Customer Support Specialist
United States , Missouri , Saint Louis

CC
Connie Cule
Email Direct
Senior Investment Operations Specialist
United States , Missouri , Saint Louis

KW
Katie Wilkinson
Email Direct
Manager, Office Services & Facilities
United States , Missouri , Saint Louis

CK
Christian Kline
Email Direct
Manager, Client Services
United States , Missouri , Saint Louis

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Former Employees at Moneta Group

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Worked as Compliance Intern

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Worked as Senior Graphic Designer

at Moneta Group (2017-2019)

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Finance Senior Manager... at Dutch Bros Coffee

Worked as Client Service Manager

at Moneta Group (2021-2022)

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Incoming Investment Ba... at Mesirow Financial

Worked as Private Wealth Management Intern

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Frequently Asked Questions Regarding Moneta Group Employees

How many employees does Moneta Group have?

Moneta Group has 201-500 employees

Who is the CEO of Moneta Group?

Moneta Group’s CEO is Eric Kittner

Who is the CFO of Moneta Group?

Moneta Group’s CFO is Matthias Ring

Who are Moneta Group key employees?

Some of Moneta Group key employees are Tasha Borglum, Tony Dorn, Matthias Ring, Mary Kate Gulick, Dan Sherman

Where is Moneta Group located?

Moneta Group’s headquarters are located at 100 S Brentwood Blvd, Saint Louis, Missouri, 63105, United States

How do I contact Moneta Group?

Moneta Group Contact Info: Phone number: (314) 726-2300 Website: www.monetagroup.com

What does Moneta Group do?

Moneta Financial is a leading independent Registered Investment Advisor (RIA) that specializes in comprehensive financial planning for families with complex wealth. They offer a range of services including investment management, tax planning, estate planning, and family office services, tailored to meet the unique needs of ultra-high-net-worth fami... Read More

Is Moneta Group a public company?

Moneta Group is private company therefore does not currently have an official ticker symbol

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