ST. LOUIS--(BUSINESS WIRE)--Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners in its Cherry Creek location. The Everland Sandry Team comes to Moneta with $450 million assets under management (AUM) and should bring Moneta up to approximately $31 billion AUM.
After 30 years as a single-office RIA in St. Louis, Moneta launched its national growth plan in 2019 by announcing its first expansion in conjunction with a new office located in Denver’s Cherry Creek area. Offices in Kansas City, the greater Boston area, and Chicago followed over the next three years, and the firm now strengthens that initial expansion location with another merger in the fast-growing Denver market.
“We are selectively merging and acquiring exceptional businesses whose cultures and goals align with our own. Their team is exactly the class of professionals we seek to work with, and we look forward to supporting them with our expanding national brand and industry-leading resources," Moneta CEO Eric Kittner said. “Jaye and Jason’s profound level of expertise coupled with an impressive culture of caring and client first approach generates outstanding results for their clients, employees, and the communities they serve which makes them a great addition to Moneta.”
“As part of Moneta, they can remain owners of their business and, at the same time, Moneta’s partnership structure means they have ownership and a voice in the strategic decisions of the firm coupled with access to a team of colleagues with highly valuable institutional knowledge,” Moneta President Keith Bowles said.
“We wanted to get back to being advisors full-time,” Everland said. “Moneta offers an incredible platform to help us run our business and brings the stature of being a top independently owned RIA. It would take us years to build what they already have. By joining forces, we can focus even greater attention on our clients.”
Moneta expects to continue growing nationally in both new and existing markets by acquiring and merging in other like-minded advisors who appreciate the concept of shared equity in a partner-owned RIA.
“In aligning with Moneta, we wanted to give our clients access to the resources of a large-scale, national firm while still preserving that highly personal attention we give each one of them,” Sandry said. “We’re very confident in our ability to meet both of those objectives at Moneta.”
Moneta Group Investment Advisors, LLC is one of the nation’s largest independent fee-only registered investment adviser firms with (AUM) totaling approximately $30.6 billion as of December 31, 2022. For our clients, we provide the resources, security, and longevity of a large-scale national firm within a structure designed for us to deliver the personalized attention you deserve. For advisors, joining Moneta means operating on the platform of a $30 billion firm without losing your entrepreneurial freedom. We are 100% partner-owned and fiercely loyal to our clients’ best interest–always.
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