Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in Kansas City. Al and former colleague and fellow KU Alumnus, Gene Diederich, share a long history and common interest in providing excellent service to high net worth, multi-generational clients. Now they work together as Partners for the Diederich Simmons Perez Team at Moneta.
After graduating from University of Kansas in 1983 with a mechanical engineering degree, Al began his professional career with Black & Veatch, an international engineering firm based in Kansas City. He focused mainly on business development, project management and finance while working in Kansas City, Washington D.C. and Silicon Valley, a location he helped to open. His last few years at Black & Veatch were focused on growing business in Europe and Southeast Asia.
Al joined A.G. Edwards in 2000. In 2015, he set up his own wealth management office with Wells Fargo Advisors FiNet independent platform. His wealth management business model was focused on managing assets for high net worth, multi-generational families, individuals and business owners.
Al serves as the President of the Alpha Nu Beta Theta Pi corporation board at the University of Kansas and is the director on the KU Business School Finance Advisory board. He is the past President of the Shawnee Mission East All Sports Booster Board and founded a professional development program for a Kansas City AAU basketball program that helps prepare student athletes for college and their post college careers.
Al and his wife have two adult children.
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December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...