CLOs on the Move

Moneta Group

www.monetagroup.com

 
Moneta, ranked by InvestmentNews as the Midwest`s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life`s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron`s ranked Moneta No. 4 among the nation`s ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.monetagroup.com
  • 100 South Brentwood Boulevard
    Saint Louis, MO USA 63105
  • Phone: 314.726.2300

Executives

Name Title Contact Details
Claire Gorman
 Chief Compliance Officer Profile
Corey Then
 General Counsel Profile

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