Moneta Group Investment Advisors LLC

Moneta Group Investment Advisors LLC, a Missouri-based limited liability company, has a team of 300 employees, including 120 advisors, who cater to 200 clients. The company is registered with the SEC and its current status is listed as approved, with registration dating back to Jun 30, 1989.

• CLAIRE MARIE GORMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• COREY M THEN

  GENERAL COUNSEL owns less than 5%

• ERIC KITTNER

  MANAGING PARTNER & CHAIRMAN OF THE BOARD owns less than 5%

• KEITH J BOWLES

  PRESIDENT/CHIEF OPERATING OFFICER owns less than 5%

• MONETA GROUP, LLC

  MEMBER owns 75% or more

• WILLIAM ALLEN HORNBARGER

  CHIEF INVESTMENT STRATEGIST owns less than 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