Chicago, IL S Wacker Drive Office

Richard Leake is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Falcon Wealth Planning, Vantage Point Financial, Cadence Planning, and several other financial firms. Based in Chicago, IL, Leake holds the Series 66 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a Partner-led team structure with a centralized Investments Department, emphasizing asset allocation and manager due diligence, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and family office services.

Kevin Ward is a CFP® with nine years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2015, with a two-year period at Briar Hall LLC from 2018 to 2020. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach with centralized investment oversight, utilizes an open-architecture selection process, and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

Jordan Warners is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of his advisory role, Warners is a 50% owner of Ulu Coffee LLC, a coffee farm and brand, and he teaches a general business class for entrepreneurs through the Good Food Accelerator in Chicago. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with a range of portfolio management and family office services. The firm employs partner-led teams supported by a centralized investment department and offers diversified, multi-asset investment strategies alongside specialized services for uncommon institutional clients.

Aoifinn Devitt is a CFP® with four years of industry experience currently serving at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2021, he worked at Federated Homes, CHIPABF, and Clontarf Capital. He is also the founder of Fiftyfaces Productions Ltd, a podcast production company focused on sharing diverse perspectives from investment professionals. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Conor Eagan is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Chicago, IL. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Jake Faucett is a CFP® professional with five years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2022 and previously was employed at Creative Planning, Inc. and Ernst & Young, LLP. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure supported by centralized investment processes and offers specialized services for clients with complex needs.

Kathryn Hackett is a CFP® professional with four years of industry experience, currently with Moneta Group Investment Advisors, LLC in Chicago, IL. She has been with Moneta Group since 2019, and previously worked at The Table Group. Her background also includes teaching at Saint Louis University and Kirkwood High School, as well as operating a small business, Embroider the Occasion. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with centralized investment oversight and utilizes a multi-criteria selection process emphasizing asset allocation and manager due diligence.