Family Office

Moneta Group

Moneta Group is a St Louis, Missouri-based independent wealth management firm founded in 1869 with offices in Boston, Kansas City, Denver, and Chicago.CIO Andrew Kelsen leads the firm's investment approach. Before joining Moneta in 2021, Kelsen served as CIO for the Chicago Teachers' Pension Fund.As of December 31, 202

Assets Under Management
$10B+
Headquarters
St. Louis, Missouri

Decision-makers

Alex Timmermann
Portfolio Manager
Andrew K. Kelsen
Chief Investment Officer
Timothy Burford
Investment Specialist & Client Service Manager
Mindy Mitchell
Private Markets Research Analyst
Nicholas Koboldt
Manager, Centralized Portfolio Management
Chris Kamykowski
Head of Investment Strategy & Research
Rich McDonald
Head of Portfolio Management & Fixed Income
Members only

Unlock contacts, warm paths & full holdings

See who to reach, how you're connected, the check sizes, and the full mandate — across Moneta Group and 500k+ investors and LPs.

Get access