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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Eric Kittner
CEO and Chairman of the Board at Moneta
Speaker

Profile

Eric Kittner is Moneta’s CEO and Chairman of the Board. Since taking over firm leadership in 2018, Eric has led more than 2x AUM growth from $18.7B to $42.7B in 2024. His focus on a white glove client experience, entrepreneurial advisory teams, and independence from the interference of outside has helped Moneta’s advisory teams grow and their clients find clarity and confidence. Eric also maintains his own advisory team and $1bn+ book of business in addition to his leadership responsibilities.

Agenda Sessions

  • Employee-Owned RIAs: Building Sustainable Growth Through Shared Ownership

    , 2:45pm
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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