← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（06/07/2024）
MONETA GROUP INVESTMENT ADVISORS, LLC · 所有者与执行高管（CRD 104727）
机构事实页：MONETA GROUP INVESTMENT ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/104727
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MONETA GROUP, LLC | 境内实体 | MEMBER | 是 | E |
| BOWLES, KEITH, JOHN | 个人 | PRESIDENT/CHIEF OPERATING OFFICER | 是 | NA |
| KITTNER, ERIC, MICHAEL | 个人 | CEO & BOARD CHAIR | 是 | NA |
| DEVITT, AOIFINN, CLAIRE | 个人 | CHIEF GLOBAL MARKET STRATEGIST | 是 | NA |
| KRUGER, ADAM, CHARLES | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| KELSEN, ANDREW, KRISTIAN | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
Schedule B · 执行高管（12 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| KITTNER, ERIC, MICHAEL | BOARD MEMBER | 是 |
| MCGINNIS, PATRICK, JOSEPH | BOARD MEMBER | 是 |
| SHEEHAN, JOSEPH, COLEMAN | BOARD MEMBER | 是 |
| WINEGRAD, KENNETH, JAKE | BOARD MEMBER | 是 |
| HARMON, KARA, LEIGH | BOARD MEMBER | 是 |
| FINERTY, LOGAN, WILLIAM | BOARD MEMBER | 是 |
| CARPENTER, MICHAEL, THOMAS | BOARD MEMBER | 是 |
| MACHNOWSKI, MICHAEL, DAVID | BOARD MEMBER | 是 |
| BAILEY, NICOLE, LYNN | BOARD MEMBER | 是 |
| FREEMAN, TRAVIS, WILLIAM | AD HOC BOARD MEMBER | 是 |
| BOWLES, KEITH, JOHN | BOARD MEMBER | 是 |
| HALLS, TIMOTHY, JOHN | BOARD MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
