ST. LOUIS–(BUSINESS WIRE)–Moneta, a 100% partner-owned company offering advisory services through its Registered Investment Advisor (RIA) Moneta Group Investment Advisors, LLC, announces the appointment of seasoned executive Rick Weissinger sector, as Chief Marketing Officer (CMO).
In his new role, Weissinger will be responsible for strengthening Moneta’s national presence with the goal of expanding the company’s footprint in new markets, growing its customer base and growing its team, while maintaining its distinguished brand at its St. Louis headquarters.
“The team owned and operated business model is what sets the company apart in a crowded industry and was a major factor in my taking over as CMO,” Weissinger said. “I look forward to reimagining Moneta’s marketing strategy and shaping the company’s creative long-term vision while working alongside the extended team to achieve corporate goals.”
Prior to this role, Weissinger was Chief Marketing Officer and Partner at Brightworth. During this time, Weissinger established the company’s first marketing department. Weissinger has also held leadership positions at Craneware, Hood Marketing Solutions and ProEd Communications.
“Rick’s deep understanding of the independent wealth management space, coupled with his expertise in marketing and communications, proves that he will be a tremendous asset to the team,” said Keith Bowles, Director of operating at Moneta. “We are thrilled to work with someone as passionate about the industry as Rick and look forward to seeing him elevate our brand.”
Weissinger will work in the Atlanta metro area, where he resides. Previously, he attended Florida State University and earned his bachelor’s degree in visual communications.
Moneta Group Investment Advisors, LLC is a Registered Investment Advisor with (AUM) totaling approximately $32.8 billion as of December 31, 2021, headquartered in the Midwest. Barron’s ranked Moneta among the top 10 independent RIAs in the nation in 2017, 2018, 2019, 2020, and 2021 for its combination of quality and scale. InvestmentNews has ranked Moneta among the top 10 paying RIAs in the country for the fourth consecutive year in 2021.
The company consistently deserves praise for the way it invests in and takes care of its employees. In 2021, InvestmentNews ranked Moneta among the nation’s “Best Workplaces for Financial Advisors” for the third year in a row, the St. Louis Post-Dispatch ranked Moneta among its “Best Workplaces” for the eighth consecutive year, and the St. Louis Business Journal named Moneta one of its “best places to work” for a seventh consecutive year.
© 2022 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 adviser does not imply a certain level of skill or coaching. Moneta is a service mark owned by Moneta Group, LLC. These articles do not individually or collectively constitute an offer to sell or buy securities, and no statement contained herein constitutes a specific recommendation. Rankings and/or recognition by non-affiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor as a current or past endorsement of the Company by one of its customers.