Episode 119: This week, Kyle Van Pelt talks with Eric Kittner, CEO and Chairman of the Board at Moneta Group. Eric began his career at Arthur Andersen and RubinBrown before joining Moneta in 2003. Since becoming Managing Partner in 2018, Eric has led Moneta through a period of remarkable growth, expanding from a single Midwest office to multiple national markets and more than doubling its AUM.
Eric talks with Kyle about Moneta's comprehensive service model and how they've operationally mastered the 'quarterback' role for clients. He also shares the firm's geographic growth strategy and the importance of in-office culture for developing the next generation of advisors. From tax strategy to tech adoption to developing next-gen talent, Eric reveals what it really takes to grow a firm that never loses its human touch.
In this episode:
(00:00) - Intro
(03:11) - Eric's money moment
(05:33) - Lessons from Arthur Andersen: culture, training, and crisis opportunity
(08:10) - How tax strategy shapes Moneta’s approach to serving clients
(09:09) - Building a truly comprehensive service model
(11:39) - Why Moneta has never taken private equity money