Moneta Group

Jamie enjoys learning about and working with senior executives and other high net worth individuals. He welcomes the challenge of sorting through the complex financial situations required to advise such individuals. "In my role as a professional consultant for the Compardo team, it is my responsibility to help our clients spend less time dealing with their intricate financial matters and more time enjoying their lives,” he says.

Jamie joined Moneta Group as a professional consultant in 2005, having spent time at both PricewaterhouseCoopers and Edward Jones. The opportunity to know clients and provide comprehensive Family CFO services is the most compelling part of his job. In addition to his work with clients, he enjoys writing blogs for the Moneta Group client website, teaching various internal education classes and being a member of the Employee Benefits Committee.

In addition to a number of charitable interests in the community, Jamie enjoys spending time outdoors with his family, especially playing tennis, swimming, cycling and running.  He and his wife, Lynn, and their daughters, Jillian and Kate, live in Webster Groves.