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Kittner, Eric

CEO and Chairman of the Board

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Eric Kittner, CEO, Managing Partner, and Chairman of the Board of Moneta, has established himself as one of the wealth management industry's most influential leaders by proving that firms can achieve significant scale while preserving independence, culture, and a steadfast commitment to clients. Since becoming CEO in 2018, Eric has guided Moneta's evolution from a regional firm into one of the nation's largest fee-only RIAs, overseeing growth that has nearly tripled assets under management to more than $50.5 billion. Over the past 18 months, Eric led Moneta through a period of strategic expansion, completing two mergers that broadened the firm's presence into Colorado, New Jersey, and the greater Philadelphia region while adding more than $780 million in assets under management