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Kara Harmon

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Kara Harmon

Partner and Family CFO | Moneta

Missouri, United States

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Kara Harmon

Summary

Kara Harmon is a seasoned financial professional with over two decades of experience in wealth management and family financial advocacy. As the Partner and Family CFO at Moneta, she has cultivated a reputation for providing personalized, conflict-free financial advice, ensuring clients achieve their financial goals. Kara holds a Bachelor of Science in Accountancy from Miami University and possesses multiple professional designations, including CPA and CFP. Her career began at Arthur Andersen, where she specialized in family wealth planning, laying a strong foundation for her current role. Known for her commitment to client service, she focuses on building enduring relationships based on trust and understanding. Kara is passionate about developing comprehensive financial plans that cater to multi-generational family needs. She is an advocate for financial literacy and often engages in discussions around sustainable wealth management practices. Outside of her professional endeavors, she enjoys mentoring young finance professionals, sharing her insights and experiences to foster growth in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Kara Harmon

Work Experience

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Partner and Family CFO at

Moneta

June 2001 - Present

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Senior Tax Accountant - Family Wealth Planning Group at

Arthur Andersen

January 1997 - January 2001

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Kara Harmon

Education

Miami University, Bachelor Of Science (B.S.)

January 1993 - January 1997

Frequently Asked Questions about Kara Harmon

What is Kara Harmon email address?

Kara Harmon's primary email address is *******@monetagroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kara Harmon work for?

Kara Harmon is a Partner and Family CFO at Moneta, a company specializing in Monetary Authorities-Central Bank.

Where Kara Harmon graduated from?

Kara Harmon holds a degree in Accounting from Miami University.

How can I directly contact Kara Harmon?

To contact Kara Harmon directly, you can use the email address *******@monetagroup.com. Complete contact information is available upon registration with Muraena.

Who is Kara Harmon?

Kara Harmon is a seasoned financial professional with over two decades of experience in wealth management and family financial advocacy. As the Partner and Family CFO at Moneta, she has cultivated a reputation for providing personalized, conflict-free financial advice, ensuring clients achieve their financial goals. Kara holds a Bachelor of Science in Accountancy from Miami University and possesses multiple professional designations, including CPA and CFP. Her career began at Arthur Andersen, where she specialized in family wealth planning, laying a strong foundation for her current role. Known for her commitment to client service, she focuses on building enduring relationships based on trust and understanding. Kara is passionate about developing comprehensive financial plans that cater to multi-generational family needs. She is an advocate for financial literacy and often engages in discussions around sustainable wealth management practices. Outside of her professional endeavors, she enjoys mentoring young finance professionals, sharing her insights and experiences to foster growth in the industry.

Kara`s contact details

mail

*******@monetagroup.com

Colleagues

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Cfp Tasha Borglum

Partner and Family CFO

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Cfp Peter Schick

Chairman of the Board

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Kimberly Mueller Cpa

Chief Operating Officer - DSP Team at Moneta

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Shawn Paulk

Senior Managing Director, Mergers & Acquisitions

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Eric Kittner

CEO & Chairman of the Board

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Aoifinn Devitt

Chair of Investment Committee and Chief Global Market Strategist (Non-exec)

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Kelli Jones Cpa Cfp

Family CFO and CPA/CFP®

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Bethany Wilkinson

Chief Talent Officer

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Deb Dubin

Chief Philanthropy Officer

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