Eric Kittner
Eric Kittner is the Chairman and Chief Executive Officer of Moneta. He joined the firm in 2003 to build relationships while taking a more proactive role in the lives of his clients. By identifying realistic options and simplifying the complexities, Kittner seeks to make solid, progressive, and flexible financial plans and provide the tools needed to fulfill all of their client’s goals. Before Moneta, he worked at Arthur Andersen and then spent time as a tax associate at RubinBrown.
Eric Kittner Professional Experience / Academic History
Professional Experience
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Chairman and Chief Executive Officer
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Partner
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Chairman and Managing Partner
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Advisor
Academic History
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BA in Accounting
LEADERSHIP AT MONETA
- Kittner ushered in the next generation of leadership at Moneta, transforming the firm to become one of the nation’s largest, top-ranked RIAs, now with a presence in Denver, Kansas City, and the Greater Boston Area.
- The firm shifted its strategy from one of organic-only growth to also include mergers and acquisitions for the first time in The firm’s history.
- The firm has been ranked in Barron’s Top 10 in the nation for its combination of quality and scale in 2018, 2019, and 2020.
LICENSES AND CERTIFICATIONS