Moneta Expands Its Leadership Team with New Partner Promotions and Commitment to Excellence

Moneta Expands Its Leadership Team with New Partner Promotions

On January 13, 2026, Moneta Group Investment Advisors, a prominent financial firm headquartered in St. Louis, announced a significant enhancement to its leadership structure. The firm's Board of Managers unanimously promoted three exceptional advisors — Kristi Borglum, Andrew Glenn, and Lindsay Taylor — to the position of Partner. This strategic move reflects Moneta's unwavering commitment to developing next-generation talent and exemplifies its internal advancement philosophy.

Recognition and Growth

With these promotions, the total number of Partner-owners within the firm now stands at 65. This achievement marks an essential milestone for Moneta, as it continuously strives to cultivate a dynamic and inclusive advisory environment. Each of the newly appointed Partners has successfully completed the rigorous Partner In Training Program (PIT), which includes extensive workshops and mentorship aimed at honing strategic leadership skills.

Kristi Borglum, who began her journey at Moneta in 2012 as a client service manager and returned as a financial advisor in 2020, expressed her gratitude for the opportunities provided. “It’s humbling to be surrounded by such remarkable individuals at Moneta. This role allows me to make a more significant impact on my team, family, and community,” she shared. As a Partner, Borglum is enthusiastic about building her business authentically while focusing on client-centered service.

Andrew Glenn, who joined Moneta in 2015 after working as a trader in the hedge fund sector, is equally excited about his new role. “I’m looking forward to continuing to offer our clients exceptional service for many decades to come,” he stated, emphasizing the importance of client-first advice that the company stands for.

Lindsay Taylor, an estate attorney turned financial advisor who joined Moneta in 2014, highlighted the entrepreneurial nature of her new position. “Transitioning to Partner allows me to cultivate deep client relationships while actively influencing our team’s strategy and culture,” she explained. Her unique background positions her to blend legal expertise with financial acumen, enhancing the advisory experience.

Commitment to Client-Centric Leadership

Moneta's Chief Executive Officer, Eric Kittner, celebrated the recent promotions, praising the newcomers for their commitment to client service and adherence to the firm’s core values. “Our Partners represent the future of Moneta; their integrity and leadership exemplify what we stand for. We are excited about the contributions they will make in shaping Moneta’s evolution,” he affirmed.

The partnership model at Moneta signifies a unique approach in the investment advisory landscape, as it emphasizes the benefits of advisor ownership. The firm’s initiatives aim to support the next generation of advisors through comprehensive mentorship, leadership training, and meaningful ownership opportunities.

This commitment not only strengthens Moneta's internal culture but also ensures a consistent and caring approach to client service across all levels of the organization.

Having experienced rapid growth, Moneta has nearly tripled its assets under management from $14.5 billion in 2015 to over $42.7 billion by the end of 2024. The firm's independence from private equity and dedication to partner ownership set it apart, providing both resources and the autonomy necessary for advisors to thrive.

Looking Ahead

As Moneta continues to expand its national presence, with recent office openings in key cities such as Denver, Kansas City, and Boston, the promotion of Borglum, Glenn, and Taylor reinforces its strategy of investing in talent who embody the firm’s ethos. With a robust growth plan in place, the firm is poised for sustained success, making significant strides in the financial advisory industry while committed to its client-first mission.

In conclusion, Moneta’s recent leadership promotions exemplify the firm’s dedication to nurturing talent from within and ensuring a culture that prioritizes client relationships, strategic growth, and a collaborative environment for advisors and clients alike.