Kara Harmon
Partner | Family Chief Financial Officer@ Moneta Group
St Louis, Missouri, United States
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Kara Harmon is a highly experienced finance professional with 26.9 years of work experience. She is currently the Principal and Family CFO at Moneta Group in Saint Louis, Michigan. Kara has a strong background in CPA, CFP, AWSMA, CRM, and wealth management. She has also worked as a Senior Tax Accountant at JO ARTHUR ANDERSEN and as a Partner and Senior Portfolio Manager at Private Wealth Asset Management. Kara's expertise lies in financial analysis, wealth management, retirement planning, investments, and financial analysis.
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Colleagues

Emails and Phone Numbers

@monetagroup.com
@privatewealth.com
@monetagroup.com
+1 314726****
+1 314504****
+1 314244****
+1 636898****
+1 636527****
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About

Principal and Family CFO at Moneta Group

Work Experience

100 S Brentwood Blvd, St Louis, Missouri, 63105, US

Financial Services

476
Phone
+1 3147262300
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Kara Harmon's Professional Milestones

  • Partner | Family Chief Financial Officer (2001-06-01~): Streamlined financial processes, maximizing efficiency and effectiveness through strategic investment planning and implementation.
  • Senior Tax Accountant (1997-01-01~2001-01-01): Streamlined tax and compliance processes, ensuring accurate and timely acccomparison of tax filings and compliance.
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Education

Miami University
Miami University

Accountancy,

Accounting,

Bachelors,

Bachelor Of Science

1993-1997