David Breckenridge Email and Phone Number

As your Family CFO, Moneta financial advisors empower people to navigate life’s path and protect what they cherish. We are your advantage.After 150 years of earning the trust and confidence of our clients, we know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.Moneta, nationally ranked Top 10 among independent financial advisor firms by Barron’s in 2018, 2019 and 2020 for our combination of quality and scale, delivers a level of service and loyalty to clients that only a completely independent, 100% Partner-owned company can offer Moneta also consistently earns praise for the way it invests in and takes care of employees. Our firm was named as a top place to work for seven years in a row by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch.

Portfolio Manager and Team Leader managing other P.M.s and assistants. Focused on high net worth individuals, endowments and foundations in both discretionary and non-discretionary accounts.

Managed investments in discretionary and non-discretionary trust and investment management accounts for high net worth individuals and institutions.