Nick Koboldt

Sr. Manager Of Centralized Portfolio Management at Moneta Group

Nicholas Koboldt is an experienced finance professional currently serving as the Sr. Manager of Centralized Portfolio Management at Moneta Group since April 2021. Previously, Nicholas held various roles in portfolio management and trading at firms such as Buckingham Strategic Wealth, where management of over $1 billion in proprietary trading systems was a key responsibility, and Stifel Nicolaus, where equity and mutual fund assets were actively traded. Nicholas began a career in tutoring with Kumon Math and Reading Centers and specialized in personal loans with Springleaf Financial Services. Nicolas holds a Bachelor of Business Administration with a Finance emphasis from the University of Missouri-Saint Louis, completed in 2016.

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St. Louis, United States

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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.


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201-500

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