Never Get Complacent and Keep Changing with Aoifinn Devitt, CIO of Moneta Group

My guest on the show today is Aoifinn Devitt, the CIO of Moneta, a wealth management firm with about 30 billion dollars of assets under management. Moneta has been around for over 150 years and has been an RIA since the late-1980s. The firm is 100% partner-owned and has grown to have over 400 employees. In this in-depth conversation, we discussed:

• The general trends that having been driving clients towards RIAs and multi-family offices;
• How Moneta approaches asset allocation for clients;
• How Moneta differentiates itself from other large wealth management firms;
• The use of outside managers versus leveraging internal investment strategies; and
• The unique 25+ team structure of Moneta.

For more information about the Moneta Group, please visit: https://monetagroup.com/

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