Moneta Group: Moneta CEO and financial advisor on the firm's Boston expansion and vision for the future

Moneta, a leading wealth management firm, is known for its comprehensive approach to financial planning and commitment to client service. With a strong presence across the United States, Moneta is now making significant strides in the Boston area. In the following Q&A, Moneta CEO Eric Kittner and local financial advisor Kyle Gray (CFA®, CFP®) share insights into the firm's growth, their vision for the future, and what makes Moneta distinctive in the wealth management industry. Moneta has recently...