Eric Kittner Ultimate Decision-Maker

CEO & Chairman of the Board at Moneta Group

Current Job Duration: 4 yrs 11 mos (until March 2026)

HEADLINE:
CEO and Chairman of the Board

PERSONAL SUMMARY:
Eric Kittner earned his B.A. in Accounting from The Catholic University of America in Washington D.C. He also attended the London School of Economics. Prior to joining Moneta, he worked at Arthur Andersen and then spent time as a tax associate at RubinBrown, LLP.

Looking to build relationships and have a more proactive role in his clients’ lives, Eric joined Moneta as an Advisor on the Sheehan Team in 2003. He was later promoted to Partner.

On January 1, 2018, Eric was named Moneta’s Managing Partner and Board Chairman. As Managing Partner, Kittner is passionate about all things Moneta.

“My goal is to ensure that we continue to care for our clients with exceptional service; that we continue to build great teams and maintain our independence; and that we develop the next generation of advisors so that the clients of the future can experience the same service that clients receive today.”

In addition to his role as Managing Partner, Eric is dedicated to working with his team to approach every client‘s situation with a unique perspective. Each client is different, and variables such as age, earning capacity, and retirement goals impact the construction of the financial plan. By identifying realistic options and simplifying the complexities, the Kittner Team strives to make solid, progressive, and flexible financial plans and provide the tools needed to fulfill all of their client’s goals.

Languages:

EDUCATION:
School: The Catholic University of America
Degree: Bachelor's degree, Accounting
Activities: None

Number of Followers:
2582


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