Moneta Welcomes Industry Veteran Rick Weissinger as Chief Marketing Officer

Leveraging more than 25 years of experience, Weissinger will drive Moneta’s marketing and communication strategy and strengthen the firm’s national presence

ST. LOUIS--(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, announces the appointment of seasoned industry executive Rick Weissinger as Chief Marketing Officer (CMO).

In his new role, Weissinger will be tasked with strengthening Moneta’s national presence with the goal of expanding the firm’s footprint in new markets, building its client base and growing the team, while maintaining its distinguished brand in its St. Louis headquarters.

“The team-owned-and-operated business model is what makes the firm stand out in a crowded industry and was a major factor in my taking on this position as CMO,” said Weissinger. “I am eager to reimagine Moneta’s marketing strategy and shape the firm’s creative vision over the long-term while working alongside the broader team to execute firm goals.”

Prior to this role, Weissinger was CMO and Partner at Brightworth. During that time, Weissinger established the firm’s first marketing department. Weissinger also held senior-level 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 he will be a major asset to the team,” said Keith Bowles, Chief Operating Officer at Moneta. “We are thrilled to work with someone as passionate about the industry as Rick and are eager to see him elevate our brand.”

Weissinger will work in the Atlanta metro area, where he resides. Previously, he attended Florida State University and received his bachelor’s degree in Visual Communications.

ABOUT MONETA

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 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.

© 2022 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. These articles do not individually or collectively constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients.