Moneta Group Employee Directory

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

moneta group llc

moneta group

moneta group investment advisors llc

moneta inc

moneta group inc

moneta

Employees by Department

Departments

Number of employees

Finance

169

Operations

107

Sales

Human Resources

Marketing

Legal

Information Technology

Moneta Group CEO

Eric KittnerChief Executive Officer & Chairman

Phone

See Profile

Key Employees of Moneta Group

EM
Eric W Mundwil...
Principal And Family Chief Financial Officer
PhoneEmail
Mary Kate Guli...
Chief Marketing Officer (Fractional)
PhoneEmail
TD
Tony Dorn
Partner, Family Chief Financial Officer
PhoneEmail
TB
Tasha Borglum
Partner and Family Chief Financial Officer
PhoneEmail
JS
Julie Sward
Chief Financial Officer, Family & Partner
PhoneEmail
MR
Matthias Ring
Chief Financial Officer, Family
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
Ricardo Martinez
Email Direct
Client Support Specialist
United States , Missouri , Saint Louis

MB
Macci Bowers
Email Direct
Client Service Administrator
United States , Missouri , Saint Louis

AR
Andrey Rudomiotov
Email Direct
Associate Portfolio Manager
United States , Missouri , Saint Louis

CD
Carolyn Duggan
Email Direct
Client Service Assistant
United States , Missouri , Saint Louis

BE
Beth Engel
Email Direct
Senior Advisor
United States , Missouri , Saint Louis

DS
Daniel Side
Email Direct
Senior Advisor
United States , Missouri , Saint Louis

JS
Joseph Sheehan
Email Direct
Principal, MBA, CFA, AWMA, CFP
United States , Missouri , Saint Louis

MK
Matthew Klose
Email Direct
Document Imaging Operator
United States , Missouri , Saint Louis

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

KW
Katie Wilkinson
Email Direct
Senior Facilities Coordinator
United States , Missouri , Saint Louis

MH
Matthew Herman
Email Direct
Family Office Senior Advisor
United States , Missouri , Saint Louis

AP
Ashley Porter
Email Direct
Senior Client Services Manager
United States , Missouri , Saint Louis

RK
Rafe Kinder
Email Direct
Customer Service Manager
United States , Missouri , Saint Louis

TB
Thelma Boulougouris
Email Direct
Market Partner
United States , Missouri , Saint Louis

JR
Jacob Ross
Email Direct
Portfolio Manager
United States , Missouri , Saint Louis

BW
Barry Weber
Email Direct
Controller
United States , Missouri , Saint Louis

MR
Melissa Rush
Email Direct
Manager, Operations
United States , Missouri , Saint Louis

MW
Michele Wicks
Email Direct
Administrative Assistant
United States , Missouri , Saint Louis

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

MD
Merinda Dinkel
Email Direct
Senior Client Service Manager
United States , Missouri , Saint Louis

KA
Kirsten Ashman
Email Direct
Director, Advisory Engagement
United States , Missouri , Saint Louis

DZ
Dylan Zurweller
Email Direct
Senior Client Service Manager
United States , Missouri , Saint Louis

12 3 4 5

Former Employees at Moneta Group

Explore people who held key positions, contributed to Moneta Group's success, and advanced their careers.

Kaylea King

Attorney at The Laiderman Law Firm

Worked as Legal Intern

at Moneta Group (2024-2025)

Direct

Jacob Neiner

Associate Wealth Advis... at Focus Partners

Worked as Advisor

at Moneta Group (2024-2024)

Direct

Casey Waughn

Data Privacy, Cybersec... at Armstrong Teasdale

Worked as Compliance Intern

at Moneta Group (2016-2017)

Direct

Mask Content

Senior Graphic Designe... at Helzberg Diamonds a Be...

Worked as Senior Graphic Designer

at Moneta Group (2017-2019)

Direct

Mask Content

Finance Senior Manager... at Dutch Bros Coffee

Worked as Client Service Manager

at Moneta Group (2021-2022)

Direct

Mask Content

Incoming Investment Ba... at Mesirow Financial

Worked as Private Wealth Management Intern

at Moneta Group (2025-2025)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in Missouri, United States

American Century Investments

1K - 5K Employees

W Ventures

501-1,000 Employees

Buckingham Strategic Partners

201-500 Employees

Olympia Financial Group

201-500 Employees

James B. Nutter

201-500 Employees

King of Kash

51-200 Employees

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 Julie Sward

Who are Moneta Group key employees?

Some of Moneta Group key employees are Eric W Mundwiller Cpa Pfs, Mary Kate Gulick, Tony Dorn, Tasha Borglum, Julie Sward

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 Group Investment Advisors, LLC is an employee owned investment manager. The firm also provides retirement planning, estate planning, risk management and business succession planning. Moneta Group Investment Advisors, LLC was founded in 1905 and is based in St. Louis, Missouri.... Read More

Is Moneta Group a public company?

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

See more information about Moneta Group Employees