Fairfield, Conn. – March 31, 2025 – Moneco Advisors, a rapidly growing registered investment adviser in Fairfield, CT, with additional offices across New England and the NYC metro area, is proud to announce the appointment of three partners to executive roles, further solidifying its foundation for sustainable growth and long-term success.
Effective immediately, the firm’s leadership team includes the promotion of the following key team members:
Charlie Rocco, JD/MBA, CFP® , CIMA® – Chief Executive Officer (CEO):
Serving as Managing Partner since 2018 and Executive Committee Chair since 2023, Charlie has been instrumental in Moneco’s growth and the launch of its partnership model in June 2023 – expanding from 7 to 23 equity partners over that time period. As CEO, Charlie will focus on strategic growth, innovation, and guiding Moneco toward its future success.
Ginnie Thompson, FPQP™ – Chief Operating Officer (COO):
A cornerstone of Moneco for 29 years, Ginnie has broad experience across client relationships, operations, finance, compliance, and marketing in her tenure. As COO, she will ensure operational excellence, dedication to the Moneco mission of serving clients-first, and firm-wide alignment to drive efficiency and effectiveness in all these key business areas.
Derrek Metz, CRPC® – Chief Wealth Management Officer (CWMO):
Since joining Moneco in 2021, Derrek has enhanced the firm’s investment and planning processes and insights. As CWMO, he will oversee the full spectrum of financial planning disciplines—investment strategy, tax-, estate-, and financial planning—ensuring that clients continue to receive best-in-class solutions. (CRPC® designation conferred by the College for Financial Planning.) “These leadership enhancements reflect Moneco’s ongoing dedication to optimizing its business structure, driving innovation, and elevating the client experience, all while empowering our advisory teams and staff to deliver comprehensive financial solutions in planning, tax, retirement, and investments.” confirms Managing Partner, John Rosenau. “These changes underscore the natural evolution of the firm and the leadership team’s deep experience and commitment to the firm’s organic and inorganic growth.”
Moneco prioritizes dedication to client service and holistic wealth management, and with these leadership role promotions, the firm is poised for an exciting new phase as it serves its valued clients, trusted relationships and the firm’s Partnership structure.
To learn more about Moneco, please visit monecoadvisors.com.
ABOUT Moneco:
Established in 1980, Moneco is an advisor/partner-owned, multigenerational financial planning, tax consulting and wealth management firm dedicated to serving individuals, families, and businesses with customized financial planning strategies. Ranked among Forbes’ Top 250 RIAs 2025, Newsweek’s Top Financial Advisory Firms 2024, Inc5000’s Fastest-Growing Private Companies 2024, and Investment News Best Places to Work, 2023 – 2025, Moneco asks the deeper questions to offer clients both guidance and support while helping them pursue their financial goals. The firm specializes in financial planning solutions that evolve with their clients’ needs, through all stages of their lives. For more detail on awards mentioned above or to view methodologies and criteria for each third-party ranking, please visit: https://monecoadvisors.com/awards.
MEDIA CONTACT:
Deirdre Childs, Deirdre.Childs@monecoadvisors.com, 203-319-3550.