Moneta Group
As a Partner at Moneta, Jake Winegrad’s responsibilities fall under many diverse areas of financial planning for individuals, families and institutions.
With 20 years of professional experience, Jake takes a hands-on approach in leading his team through all aspects of client relationship management for institutions and families. In addition to the pride in seeing clients achieve their goals, the uniqueness of each client is something Jake enjoys most about being a partner at Moneta.
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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.