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Moneta Group got to $24 billion of AUM with an all-St. Louis strategy; now it's licensing Orion software to replicate its 325-employee act in Denver

To keep adding $2 billion annually, 150-year-old patriarch got 'disruptive' software,' a new RIA in Denver, Colo. and plans to reap its second HQ's home cooking

Author By Lisa Shidler November 6, 2019 at 11:35 PM

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Eric Kittner: 'If you look at our presence in St. Louis, we want to replicate that size, scale and brand in any market we go.'

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Moneta Group got to $24 billion of AUM with an all-St. Louis strategy; now it's licensing Orion software to replicate its 325-employee act in Denver

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