#ONTHECOVER
Erin Hadary
“Do not give up! Look at every opportunity as a chance to demonstrate how capable you are with the skills you acquired up to this moment.”
Claire O’Keefe
“In my experience, authenticity, empathy, active listening, high EQ, and genuine curiosity, are essential to effective communication and building trusted relationships.”
Darcy Nelson Smoot
“I like the metaphor of the “push/pull” dynamic: we need to be pushed out of our comfort zone, but we need to pull other women up with us.”
Mei Qin
“Society’s burden of care has always been disproportionally carried by women. On the bright side, a crisis always reinforces the importance of health, family support, and desire for greater meaning in one’s life”
Alison Gamble
“Our focus remains centred on serving our clients, and we will continue to invest in new services to meet our clients’ evolving needs.”
Kristin Ramlal
“My advice to all the women is to believe in their potential. There is a growing need for passionate female professionals within the industry.”
Renee Mendelssohn
“We maintain a low client to staff ratio, currently better than 5:1 which allows us to provide individualized advice and tailor our services to the needs of each family.”
The asset and wealth management industry are undergoing a massive transformation. This shift results from many dynamics: changing demographics; the influx of new-generation investors; the increasing wealth of women; the increasing importance of personalization; democratization of access to private markets and widespread digitization. Providing sound advice to individuals is a core competency of the asset and wealth management industry. Such advice involves assisting clients in making investment decisions, while considering their unique circumstances, behaviours and the markets in which they live and invest. Moreover, client expectations and client pools are rapidly transforming, thus influencing the structure of financial advice. The call for more convenience, customized solutions, and tailored opportunities has grown louder. Asset and wealth managers realize that the challenge is not just about advice. It is also about building operating models that allow them to be not just an investment advisor, but a trusted counsellor on all matters financial in a scalable profitable way. Aspioneer’s issue ‘10 Admired Women in Asset & Wealth Management 2024,’ highlights the top leaders who are making waves in asset and wealth management industry.
On the cover is Erin Hadary, a partner at Moneta Group. Moneta Group is a fee-only financial advisory firm catering to individuals, families, and organizations across the United States. They empower clients in all stages of life, from young, high earners busy accumulating wealth to retirees and everyone in between. As a 100% Partner-owned registered investment adviser (RIA), Moneta is only beholden to clients, not investors. Moneta specialists exist to simplify the lives of ultra-high-net-worth families. They offer concierge and bill-paying services, help define family mission statements, and find tax-smart ways to preserve complex legacies across multiple generations. They help their clients find purpose and clarity in their financial lives while empowering them to live the life they have always imagined Unlike other firms with private equity investors or shareholders pulling them in different directions, the Moneta team places the interests of their clients first, ensuring that their advice and services always prioritize the needs of the clients. Erin is a specialist at Moneta, working with individuals and families in financial transition and preparing clients to handle sudden wealth. She is a Certified Financial Planner TM Professional, as well as a Certified Financial Transitionist® and Chartered Advisor in Philanthropy ®, holding these additional certifications to better serve her clients. Erin helps such individuals get and stay organized to reach their vision of life well lived.
Among others are Alison Gamble, Claire O’Keefe, Darcy Nelson Smoot, Kristin Ramlal, Mei Qin, Renee Mendelssohn and others.
Nidhi Badhwar
Editor-in-Chief
Articles
Must read
#ONTHECOVER
Erin Hadary
“Do not give up! Look at every opportunity as a chance to demonstrate how capable you are with the skills you acquired up to this moment.”
Claire O’Keefe
“In my experience, authenticity, empathy, active listening, high EQ, and genuine curiosity, are essential to effective communication and building trusted relationships.”
Darcy Nelson Smoot
“I like the metaphor of the “push/pull” dynamic: we need to be pushed out of our comfort zone, but we need to pull other women up with us.”
Mei Qin
“Society’s burden of care has always been disproportionally carried by women. On the bright side, a crisis always reinforces the importance of health, family support, and desire for greater meaning in one’s life”
Alison Gamble
“Our focus remains centred on serving our clients, and we will continue to invest in new services to meet our clients’ evolving needs.”
Kristin Ramlal
“My advice to all the women is to believe in their potential. There is a growing need for passionate female professionals within the industry.”
Renee Mendelssohn
“We maintain a low client to staff ratio, currently better than 5:1 which allows us to provide individualized advice and tailor our services to the needs of each family.”
The asset and wealth management industry are undergoing a massive transformation. This shift results from many dynamics: changing demographics; the influx of new-generation investors; the increasing wealth of women; the increasing importance of personalization; democratization of access to private markets and widespread digitization. Providing sound advice to individuals is a core competency of the asset and wealth management industry. Such advice involves assisting clients in making investment decisions, while considering their unique circumstances, behaviours and the markets in which they live and invest. Moreover, client expectations and client pools are rapidly transforming, thus influencing the structure of financial advice. The call for more convenience, customized solutions, and tailored opportunities has grown louder. Asset and wealth managers realize that the challenge is not just about advice. It is also about building operating models that allow them to be not just an investment advisor, but a trusted counsellor on all matters financial in a scalable profitable way. Aspioneer’s issue ‘10 Admired Women in Asset & Wealth Management 2024,’ highlights the top leaders who are making waves in asset and wealth management industry.
On the cover is Erin Hadary, a partner at Moneta Group. Moneta Group is a fee-only financial advisory firm catering to individuals, families, and organizations across the United States. They empower clients in all stages of life, from young, high earners busy accumulating wealth to retirees and everyone in between. As a 100% Partner-owned registered investment adviser (RIA), Moneta is only beholden to clients, not investors. Moneta specialists exist to simplify the lives of ultra-high-net-worth families. They offer concierge and bill-paying services, help define family mission statements, and find tax-smart ways to preserve complex legacies across multiple generations. They help their clients find purpose and clarity in their financial lives while empowering them to live the life they have always imagined Unlike other firms with private equity investors or shareholders pulling them in different directions, the Moneta team places the interests of their clients first, ensuring that their advice and services always prioritize the needs of the clients. Erin is a specialist at Moneta, working with individuals and families in financial transition and preparing clients to handle sudden wealth. She is a Certified Financial Planner TM Professional, as well as a Certified Financial Transitionist® and Chartered Advisor in Philanthropy ®, holding these additional certifications to better serve her clients. Erin helps such individuals get and stay organized to reach their vision of life well lived.
Among others are Alison Gamble, Claire O’Keefe, Darcy Nelson Smoot, Kristin Ramlal, Mei Qin, Renee Mendelssohn and others.
Nidhi Badhwar
Editor-in-Chief
Articles
Must read
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