Moneta Group
Partner and Family CFO Coleman Sheehan began working at Moneta as an Advisor. Throughout his career, he has acquired the expertise necessary to provide the highest quality of service to a vast array of clients both locally and internationally, developing extensive knowledge in local and national executive compensation and benefit plans, cross border taxation and estate planning, and the various complexities new and small business owners face. In 2015, this pursuit of knowledge landed him a promotion that made him the youngest Partner at Moneta Group.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.