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Kara Harmon
Kara Harmon
Partner and Family CFO | Moneta
Missouri, United States
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.
Kara Harmon
Work Experience
Partner and Family CFO at
Moneta
June 2001 - Present
Senior Tax Accountant - Family Wealth Planning Group at
Arthur Andersen
January 1997 - January 2001
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
*******@monetagroup.com
Colleagues
Partner and Family CFO
Chairman of the Board
Chief Operating Officer - DSP Team at Moneta
Senior Managing Director, Mergers & Acquisitions
CEO & Chairman of the Board
Chair of Investment Committee and Chief Global Market Strategist (Non-exec)
Family CFO and CPA/CFP®
Chief Talent Officer
Chief Philanthropy Officer