Former Deloitte Tax Partner and family office specialist, Don Poling, joins Moneta Group

Moneta Group has announced that Donald Poling has joined the firm as a Principal and Family CFO. Poling will join Gene Diederich’s team as a full partner, effectively transitioning the team to being called the Diederich Poling Team.

Poling was a Deloitte Tax Partner for 35 years (until 2006) and brings a wealth of experience to the firm in financial analysis, corporate and individual income tax planning, estate planning, business succession consulting, family and board governance, and strategic financial planning.

“I have dedicated my career to bringing creative solutions to complex families’ financial advisory needs and I am excited about the opportunity of delivering this service from a platform dedicated to serving as the ‘Family CFO,’” said Poling.

Poling holds a BSBA and MBA from Bowling Green State University and was part of Stanford University’s Executive Management Program. He is very active in the St. Louis community serving on boards for organizations such as the St. Louis Community Foundation, Cultural Festival, Scholarship Foundation of St. Louis, and Bowling Green University Foundation.

“I am delighted to have a partner with Don’s background and experience on my team” said Diederich, who serves as both a Principal and the firm’s CEO. The addition of Poling as a principal raises Moneta’s number of partners to 42.

Prior to joining Moneta Group Don was a Principal at Matter Family Office, where he has worked since 2006.