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Moneta Names Deborah Dubin as Firm’s First-Ever Chief Philanthropy Officer

·3-min read

Dubin will advise clients on philanthropic efforts, help guide Moneta's Charitable Foundation and lead newly launched financial literacy program

ST. LOUIS, November 30, 2021--(BUSINESS WIRE)--In time for Giving Tuesday, Moneta, a 100% partner-owned and fee-only firm offering advisory services through its registered investment advisor (RIA) Moneta Group Investment Advisors, LLC, has announced the appointment of Deborah ("Deb") Dubin as its first-ever Chief Philanthropy Officer (CPO).

The CPO position expands Moneta’s extensive portfolio of client advisory services to include consultation on how clients and their families can foster greater impact through their philanthropic activities. In this role, Dubin will serve as a champion for philanthropic best practices, including trust-based, inclusive and equitable grantmaking.

"This is an exciting opportunity to pioneer a new position at Moneta, offering a service that is unique in the industry," said Dubin. "I’m eager to help elevate Moneta and their clients’ charitable efforts from transactional to transformational, while acting in alignment with their personal values and identified community needs."

Additionally, Dubin is charged with ensuring that Moneta Charitable Foundation initiatives tie directly into the firm’s mission to empower others to navigate their life path and protect what they cherish. Moneta Charitable Foundation’s 2021 fundraising drive closed at record levels, totaling $443,827.20 in donations, which were contributed solely by Moneta employees. Further, the foundation has awarded a total of $507,919 in grants and completed 1,332.5 service hours this year. Over the past 22 years, the foundation has cumulatively contributed a total of approximately $4 million for the communities Moneta serves.

Dubin will also help lead the Moneta Charitable Foundation’s newly launched financial literacy program, M-Power. The program will sponsor in-classroom financial education programming for high schools across all Moneta markets nationally, as well as financial wellness panels, hands-on service projects and other initiatives designed to promote sound financial habits and asset building community-wide.

Previously, Dubin served as CEO and President of Philanthropy Missouri. She graduated from Harvard University and earned her J.D. at the University of California, Berkeley. She is also a 21/64 Certified Advisor, mentoring others in giving practices that will benefit communities and build multi-generational legacies.

"Moneta has a significant history of charitable giving and community engagement, and we intend to continue this momentum," said Keith Bowles, Chief Operating Officer. "Bringing Deborah on board as Chief Philanthropy Officer will help us achieve that goal both internally and for our clients, while giving back to communities across the country through M-Power."

Dubin’s consultation services will be available to all Moneta clients, whether they are new to philanthropy or seeking to evaluate and enhance their current giving strategies. She will be based at the firm’s St. Louis headquarters.

ABOUT MONETA

Moneta Group Investment Advisors, LLC is a registered investment advisor with $27.4 billion in assets under management, headquartered in the Midwest. Barron’s ranked Moneta among the nation's Top 10 Independent RIAs in 2017, 2018, 2019, 2020 and 2021 for its combination of quality and scale. InvestmentNews ranked Moneta among the nation’s Top 10 largest fee-only RIAs for the fourth-straight year in 2021.

The firm consistently earns praise for the way it invests in and takes care of employees. In 2021, InvestmentNews ranked Moneta among the nation’s "Best Places to Work for Financial Advisers" for the third year, the St. Louis Post-Dispatch ranked Moneta among its "Top Workplaces" for the eighth-straight year and the St. Louis Business Journal named Moneta as one of its "Best Places to Work" for a seventh-straight year.

View source version on businesswire.com: https://www.businesswire.com/news/home/20211130005816/en/

Contacts

Gregory FCA for Moneta
Chandler Kuck, 239-302-7464
moneta@gregoryfca.com

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