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Moneta Taps Aoifinn Devitt as CIO | Chief Investment Officer

Moneta Taps Aoifinn Devitt as CIO | Chief Investment Officer
ai-cio.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ai-cio.com Daily Mail and Mail on Sunday newspapers.

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Retirement Industry People Moves

Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more. ....

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Moneta Merges In Massachusetts Firm as $23.7 Billion RIA Expands Into Northeast

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Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint with a deal to merge in the principals and clients of The Berry Group of Worcester, Massachusetts. This addition is expected to bring $625 million in assets under management and represents the firm’s first presence in the Northeast.
While geographic expansion is part of Moneta’s larger plan, the culmination of the deal speaks more to the match in philosophies between the two firms. The Berry Group Principals Sarah Berry and Michael Machnowski, CFP
®, join Moneta’s decision-making partnership group as part of the move. ....

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St. Louis investment firm Moneta expands again with addition of Boston-area Berry Group

St. Louis investment firm Moneta expands again with addition of Boston-area Berry Group
bizjournals.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bizjournals.com Daily Mail and Mail on Sunday newspapers.

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