ST. LOUIS – (BUSINESS WIRE) – October 28, 2021–
Moneta, a 100% partner-owned company providing advisory services through its Registered Investment Advisor (RIA) Moneta Group Investment Advisors, LLC, has hired Matthew Harlan as Director of Trusts and Family Office for Moneta Trust. In this role, Harlan is responsible for the growth and success of Moneta Trust, which provides clients with the convenience of having all aspects of their financial planning coordinated by one company.
Bringing nearly 30 years of experience to the team, Harlan will oversee and assist with the transition of the company’s trust accounts to Moneta Trust, which launched in May. Additionally, he will work with partners and advisors across the firm to offer this resource to existing and potential Moneta clients who are considering using Moneta Trust. Harlan’s responsibilities will also include developing and implementing a long-term plan to ensure the continued expansion of Moneta Trust’s client base and service offerings.
“I was delighted with the offer to enter the ground floor of Moneta’s new trust company,” said Harlan. “I immediately felt drawn to Moneta’s customer-centric culture and work environment. In this role, I want to continue my lifelong work of building relationships with partners and customers. Trusts can be very technical, but ultimately it’s about relationships and I’m excited about the challenge of helping to grow Moneta Trust.
Prior to joining Moneta, Harlan worked with high net worth families for 19 years at The St. Louis Trust Company, six years at Bank of America Private Bank and four years at Mark Twain Bank Trust Division. His main responsibilities included administration of trusts, estate planning, investment / asset allocation, cash flow and tax planning.
“Matthew has extensive experience in the trust industry which proves he is a valuable asset to advisors and clients. As a recognized leader in sustainability and business transfer from one generation to the next, the expansion of Moneta Trust with key industry players was the obvious next step for Moneta, ”said Corey Then, Legal Director of Moneta. “Matthew’s background in the industry gives us confidence that he will expertly lead our trust company while strengthening client relationships. “
Harlan will be based at Moneta’s headquarters in St. Louis. Previously, he attended the University of St. Louis, obtaining his BA in 1992 and his MBA in 1995. He also holds CTFA and CFP® certifications and is a member of the Estate Planning Council of Greater St. Louis.
Moneta Trust is licensed under the Kansas Statutes as a non-depository retail trust company and regulated by the Kansas Office of the State Bank Commissioner. Moneta Trust is a wholly owned subsidiary of Moneta Holding Corp., which itself is a wholly owned subsidiary of Moneta Group, LLC.
Advisory services are offered by Moneta Group Investment Advisors, LLC, a registered investment adviser with nearly $ 27.4 billion in assets under management, headquartered in the Midwest. Barron’s ranked Moneta among the top 10 independent RIAs in the country in 2017, 2018, 2019, 2020 and 2021 for its combination of quality and scale. InvestmentNews ranked Moneta among the top 10 paying AIRs in the country for the fourth consecutive year in 2021.
The company regularly receives praise for the way it invests and takes care of its employees. In 2021, InvestmentNews ranked Moneta one of the nation’s “Best Places to Work for Financial Advisors” for the third year, the St. Louis Post-Dispatch named Moneta one of its “Best Places to Work” for the eighth consecutive year and The St. Louis Business newspaper named Moneta as one of its “best places to work” for a seventh consecutive year.
© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment adviser and a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.
CONTACT: Grégory FCA for Moneta
Chandler Kuck, 239-302-7464
KEYWORD: MISSOURI UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: FINANCING OF PROFESSIONAL SERVICES
Copyright Business Wire 2021.
PUB: 10/28/2021 9:00 a.m. / DISC: 10/28/2021 9:02 a.m.