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Moneta Appoints Accomplished Industry Professional Matthew Harlan as Director of Trust Services for Moneta Trust

·3 min read

Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience

ST. LOUIS, October 28, 2021--(BUSINESS WIRE)--Moneta, a 100% partner-owned and fee-only firm offering 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 charged with the growth and success of Moneta Trust, which provides clients with the convenience of having all aspects of their financial planning coordinated by one firm.

Bringing nearly 30 years of experience to the team, Harlan will oversee and help transition the firm’s trust accounts for Moneta Trust, which launched in May. Additionally, he will work with Partners and Advisors throughout the firm to offer this resource to existing and prospective Moneta clients who are considering utilizing Moneta Trust. Harlan’s responsibilities will also include cultivating and implementing a long-term plan to ensure the continued expansion of Moneta Trust’s client base and service offerings.

"I was thrilled by the offer to get in on the ground floor of Moneta’s new trust company," said Harlan. "I felt immediately drawn to Moneta’s client-first culture and work environment. In this role, I want to continue my lifelong work of building connections with partners and clients. Trusts can be very technical, but it’s ultimately a relationship business and I’m excited by the challenge to help expand 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 key responsibilities included trust administration, estate planning, investment/asset allocation, cash flow and tax planning.

"Matthew has a breadth of experience in the trust business proving him to be a valuable asset to both advisors and clients. As a proven leader in sustainability and passing business from one generation to the next, expanding Moneta Trust with key industry players was the obvious next step for Moneta," said Corey Then, General Counsel of Moneta. "Matthew’s track record in the business brings us confidence that he will expertly lead our trust company while strengthening client relationships."

Harlan will be based at Moneta headquarters in St. Louis. Previously, he attended St. Louis University, receiving his bachelor’s degree in 1992 and MBA in 1995. He also holds the CTFA and CFP® certifications and is a member of the Estate Planning Council of Greater St. Louis.

About Moneta

Moneta Trust is chartered pursuant to 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 through Moneta Group Investment Advisors, LLC, a registered investment advisor with nearly $27.4 billion in assets under management, headquartered in the Midwest. Barron’s ranked Moneta among the nation’s Top 10 Independent RIAs in 2017, 2018, 2019, 2020 and 2021 for its combination of quality and scale. InvestmentNews ranked Moneta among the nation’s Top 10 largest fee-only RIAs for the fourth-straight year in 2021.

The firm consistently earns praise for the way it invests in and takes care of employees. In 2021, InvestmentNews ranked Moneta among the nation’s "Best Places to Work for Financial Advisers" for the third year, the St. Louis Post-Dispatch ranked Moneta among its "Top Workplaces" for the eighth-straight year and the St. Louis Business Journal named Moneta as one of its "Best Places to Work" for a seventh-straight year.

© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20211028005186/en/

Contacts

Gregory FCA for Moneta
Chandler Kuck, 239-302-7464
moneta@gregoryfca.com