LOGAN FINERTY
Certified Financial Planner
Moneta Group
As a partner on the Finerty team at Moneta Group, Logan Finerty creates value through advanced planning techniques, focusing on individuals, endowments and foundations to develop the best possible solutions for each client.
A St. Louis native, Finerty is also an ardent supporter of the St. Louis community, serving as president of Friends of CharacterPlus, and as a board member of the Saint Louis Art Museum, The Boys & Girls Clubs of Greater St. Louis, and John Burroughs School alumni board.
He earned a bachelor’s degree in business with a concentration in finance at the University of Richmond. Finerty started his career on Wells Fargo Advisors’ fixed-income trading desk, and then joined the investment management firm Thompson, Siegel and Walmsley in Richmond, Virginia, as an associate equity analyst. At Moneta, Finerty applies his expertise to help sophisticated clients navigate complex financial decisions. He holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
Finerty lives in Clayton with his wife, Adela.
Career Path
I grew up around the financial planning industry, but decided on this career path about 10 years ago. Previously, I enjoyed roles on a bond trading desk and as an equity analyst, but I wanted to be more directly involved with clients’ lives. In 2012, I started as a financial planner with Moneta, and from that moment on, I knew this was my long-term path.
Biggest Mentor
My biggest mentor is my father, whom I’ve worked alongside for the last eight years. The wisdom he has shared is invaluable. He has also been a strong role model in our civic community, and his example is one I try to emulate.
Biggest Impact
I help people manage their wealth wisely. It is very rewarding to assist clients with complex charitable gifting strategies. The taxes saved allow our clients to give millions of additional charitable gifts, above and beyond what they originally planned.
Future Goals
My priority is to ensure that my clients experience exceptional service and advanced planning advice. Our team believes that we have to earn the right to work with clients each day. We are always committed to acting in their best interest. When we put clients first in every decision we make, the rest seems to fall into place.
Favorite Pastime
I have the travel bug. I really enjoy discovering new places with my wife. Most recently, we took a trip to Israel.
Memorable Life Moment
When I married my wife in her hometown – Jesenik, Czech Republic (the wedding was featured in Gazelle’s January 2018 edition). About 100 Americans and Czechs descended upon the mountain town, and despite cultural and language barriers, we all had a wonderful experience.
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