Leslie Jeanelle Tonkin

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 12/2025
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 01/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 11/2021 → 07/2023
  Kpmg
  Kansas City, MO
• 08/2020 → 11/2021
  University Of Kansas
  Lawrence, KS
• 01/2020 → 04/2020
  Kpmg
  Kansas City, MO
• 08/2016 → 12/2019
  Kansas State University
  Manhattan, KS
• 06/2019 → 07/2019
  Burns And Mcdonnell
  Kansas City, MO
• 05/2018 → 07/2018
  Myers And Stauffer
  Kansas City, MO
• 10/2017 → 12/2019
  Genesis Health Clubs
  Manhattan, KS
• 04/2020 → 10/2020
  Doordash
  Kansas City, MO

Designations

• Certified Financial Planner

Other Names

• Leslie Jeanelle Twillman