Jonathan Curtis ^{Ultimate Decision-Maker}

Business Development Director at Moneta Group

Current Job Duration: 11 yrs 3 mos (until March 2026)

HEADLINE:
Business Development Director at Moneta Group

PERSONAL SUMMARY:
As Business Development Director at Moneta Group, I work on the Curtis Team to help connect clients to a team that can assist them in achieving their financial goals. Prior to joining Moneta in 2014, I spent 17 years at Northwestern Mutual, working in insurance, investments, and wealth management. As a member of one of Moneta’s few father/son teams, I strongly believe in the Family CFO concept. By building a relationship with each client, our team is better able to understand a client’s financial goals and objectives.

Languages:

EDUCATION:
School: William Jewell College
Degree: BS, Business Administration
Activities: None

School: Parkway West High School
Degree: None
Activities: None

Number of Followers:
572