Moneta Group Investment Advisors LLC

Moneta Group Investment Advisors LLC, una compañía de responsabilidad limitada con sede en Missouri, cuenta con un equipo de 300 empleados, incluidos 120 asesores, que atienden a 200 clientes. La empresa está registrada ante la SEC y su estado actual figura como aprobado, con una fecha de registro que se remonta al 30 de junio de 1989.

• CLAIRE MARIE GORMAN

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• COREY M THEN

  GENERAL COUNSEL posee menos de 5%

• ERIC KITTNER

  MANAGING PARTNER & CHAIRMAN OF THE BOARD posee menos de 5%

• KEITH J BOWLES

  PRESIDENT/CHIEF OPERATING OFFICER posee menos de 5%

• MONETA GROUP, LLC

  MEMBER posee 75% o más

• WILLIAM ALLEN HORNBARGER

  CHIEF INVESTMENT STRATEGIST posee menos de 5%

• DAVID SADLER

  BOARD MEMBER

• DIANE RENE COMPARDO

  BOARD MEMBER

• DONALD THOMAS KUKLA

  BOARD MEMBER

• GENE MICHAEL DIEDERICH

  BOARD MEMBER

• JOSEPH COLEMAN SHEEHAN

  BOARD MEMBER

• LINDA KAY PIETROBURGO

  BOARD MEMBER

• MARK DEAN HEFFERNAN

  BOARD MEMBER

• PATRICK JOSEPH MCGINNIS

  BOARD MEMBER

• TIMOTHY JOHN HALLS

  BOARD MEMBER

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• Holdings Comparison: Moneta Group Investment Advisors LLC Q4 2022 vs. Q4 2022