Moneta Group CEO and leadership

Gene Diederich works at Moneta Group and a CEO at Moneta Group and is based in Greater St. Louis Area.

Experienced Compliance Officer with a demonstrated history of working in highly regulated industries. Skilled in Legal Compliance, Contracts, Technology Analysis and Implementation, Management, Training, Culture Cultivation and Customer Service. Strong legal professional with a J.D. from St. Thomas University and member of the Missouri Bar.

Julie Thomas Sward, JD, AEP®, CFP® is a Family CFO Partner at Moneta Group and is based in St. Louis, Missouri. She has worked as Wealth Management Advisor at TIAA, Estate Planning Attorney (Bryan Cave) at Bryan Cave Leighton Paisner LLP, and Attorney at Julie Sward. Julie studied at University of Texas School of Law between 1992 and 1995, University College London (UCL) between 1994 and 1994, and University of Missouri-Columbia between 1988 and 1992.

Keith Bowles is a COO at Moneta Group and is based in St. Louis, Missouri. He has worked as SAP at PEABODY ENERGY CORP and Vice President at FORESIGHT ENERGY LP. Keith attended Ritenour Group between 1988 and 1992 and Webster University between 1999 and 2001.

Kelli Jones, CPA, CFP® is a Family CFO and CPA/CFP® at Moneta Group and is based in Clayton, Missouri. She has worked as Associate in Private Client Services at Arthur Andersen LLP. Kelli attended University of Missouri-Columbia between 2000 and 2001 and University of Missouri-Columbia between 1996 and 2000.

Mark Fischer is a Family CFO at Moneta Group and is based in St. Louis, Missouri. He has worked as Account Manager at Wells Fargo. Mark studied at Webster University between 2009 and 2010 and Indiana University Bloomington between 2003 and 2007.

Nathan Howard is a Chief Compliance Officer at Moneta Group and Chief Compliance Officer at MONETA GROUP INVESTMENT ADVISORS LLC. He studied at St Louis University.

e-Commerce and digital marketing executive with 15+ years of experience in retail, manufacturing and sports industries. Core competencies include team leadership, interpersonal skills, strong communication skills and a passion for execution. Educational background includes MBA in Business Administration with marketing specialization. Specialties: E-commerce, Marketing strategy, Product marketing strategy, Digital marketing strategy, Integrated marketing strategy, Segmentation strategy, Digital product management, Onsite search, Onsite taxonomy, Marketing Automation, Marketing planning, Competitive analysis, Online merchandising, Personalization, Testing & Optimization, Digital marketing ...

William J. Huber is a Chief Executive Officer at Moneta Group and is based in Washington D.C. Metro Area. He has worked as Chief Information Officer at REWIND.co, Managing Director at CohnReznick LLP, and Regional Managing Partner at Tatum. William studied at American Civil Liberties Union and Fuqua School of Business between 2010 and 2011.