Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions which provides a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. We are consistently ranked among the top 5 largest fee only independent RIA with $24 Billion in AUM. We have over 350 employees of which 72 are Advisors and 47 make up our Partners, managing relationships in four strategic markets.
As a member of the firm’s senior leadership team, the Chief Investment Officer (CIO) will be integral in establishing the firm’s long-term investment vision, philosophy, and strategies. The CIO plans and directs the firm’s investment programs; oversees research, evaluation, and selection of asset classes and investment vehicles; makes decisions which align investment selections with firm goals; represents the firm in public forums; works closely with Investment Committee to recommend and implement firm-wide investment guidelines; provides education to Partner teams and their clients.