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Gene Diederich

Partner

CFP®, CPA

Gene is the co-founder of the Diederich Brown Family Office team at Moneta, which focuses solely on Family Office services. He formerly served as the CEO of Moneta, helping to effect significant changes in management structure, the implementation of transformational technology advances, and investment in enhancing due diligence, bond trading, and training. Gene brings a rare combination of financial sophistication, personal integrity, and unwavering commitment to his clients, specializing in helping ultra-high-net-worth individuals and multigenerational families navigate complex financial landscapes with clarity, confidence, and purpose.

Highly relationship-focused and deeply trusted, Gene is known for listening first, then crafting thoughtful, tailored strategies that align with each family’s long-term vision, legacy goals, and philanthropic values. Clients value his clear communication, problem-solving acumen, and ability to see around corners.

Gene began his career as a CPA with KPMG, working in both tax and audit. He then joined A.G. Edwards & Sons, where he served in a variety of senior leadership roles, ultimately leading the Branch Division, overseeing approximately 7,500 advisors and $1.4 billion in revenue. He was a member of the firm’s Board of Directors and Executive Committee and also served on the Board of A.G. Edwards United Kingdom. Following the firm’s acquisition by Wachovia Securities, Gene was named Eastern Division Director for Wachovia Securities/Wells Fargo Advisors.

Deeply engaged in his community, Gene is the current Board Chair of the Today and Tomorrow Educational Foundation and the Holy Family School of Faith. He serves on the Corporate Board of Global Prairie, a global marketing and consulting firm, and is an Advisory Board member of Aligned Equity Group, a real estate development firm.

Gene earned his BS in Accounting and Business Administration from the University of Kansas and holds both the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ designations. An avid outdoorsman and lifelong learner, he enjoys golf, skiing, hunting, and fly fishing, and is an instrument-rated private pilot. He and his wife are proud parents of four grown children and grandparents to seven.

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER®
  • Today and Tomorrow Educational Foundation Board
  • Magic House Advisory Board
  • Missouri Society of CPA’s

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

October 2025 Market Update

October 2025 Market Update

October 7, 2025

Quarterly Letter “To swim a fast 100 meters, it’s better to swim with the tide than to wor...

July 2025 Market Update

July 2025 Market Update

July 17, 2025

Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.”  ...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

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