Leadership
Moneta's team combines deep expertise, genuine care, and a collaborative spirit.
Amanda Barrale
Chief Platform Officer
Adam Kruger
Chief Compliance Officer
Bill Rowe
Chief Growth Officer
Dan Sherman
Chief Technology Officer
Bethany Wilkinson
Chief Talent Officer
Peter Brown
Senior Managing Director of Mergers and Acquisitions
Lisa Bedell
Vice President of Practice Management
Lisa Bedell loves being a part of the Enterprise Services Team and working every day to provide “Raving Fan” service for…
Elizabeth Carter
Vice President of Finance
Jamie Goodwin
Vice President of Centralized Operations
Kristin Messey
Vice President of Marketing
Kelly Moore
Vice President of Estate Planning and Trust Services
Amanda Sawyer
Vice President of Compliance
Brett Woodruff
Vice President of Innovation
Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial…
Nick Duggan
Director of Enterprise Applications
Sam Edwards
Director of Marketing
Matt Harlan
Director of Trust and Family Office
Moneta hired Matt Harlan as Director of Trust Services when the firm launched Moneta Trust in 2021 to offer in-house tru…
Julie Harrington
Director of Strategic Growth Initiatives
Renee Huey
Director of Training & Organizational Development
Katie Knapp
Director of Estate Planning Services
Anthony Palazzolo
Director of Strategic Planning and Performance Management
Anthony Palazzolo works with the client facing teams to assist with the creation and implementation of their strategic p…
Jessica Rallo
Director of Human Resources
Robbie Hutchinson
Managing Director – M&A
With more than 25 years in the financial services industry—including more than two decades in recruiting and business de…
Partners
Moneta’s partners lead diverse teams, unified by a shared approach and a single standard of service.
Susan W. Berry
Partner
Sarah has developed an approach to advising her clients based on straight talk, common sense and simplified holistic inv…
Patrick C. Duff
Partner
Moneta Partner Patrick Duff earned his B.S. in Business from University of Missouri-Columbia in 1981 where he was awarde…
Amy Hiett
Partner
Amy Hiett became a Managing Partner of the Hiett Walsh team in 2009 after building a successful financial services pract…
Al Simmons
Partner
Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in…
Latest Insights
The Three Planning Arenas™
August 25, 2026
A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many business owners, the busi…
Donor Strategies for Impact
August 24, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that their giving is trans…
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a…
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at P…