Move Fast and Break Things
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...
Alex Crehan joined Moneta as a Client Service Manager in January 2022 after completing his Master of Business Leadership at William Penn University. During his time at William Penn, Alex played quarterback on the football team. His achievements included being a semi-finalist for the William V. Campbell Trophy, often referred to as the “Academic Heisman.” Before Moneta, Alex gained valuable experience through an internship at Edward Jones and served as an Athletic Operations Graduate Assistant while pursuing his graduate degree. His diverse background in both business and athletics has equipped him with a unique perspective on teamwork, leadership, and client service. Outside of work, Alex stays active playing sports, working out, and walking his dog with his wife. The high school sweethearts were married in September of 2023.
At Moneta, Alex finds fulfillment in his role due to the opportunity to work closely with clients and his appreciation for the collaborative environment within the team. He values the diversity of client needs and enjoys the challenge of finding personalized solutions. Alex also appreciates the camaraderie among his colleagues, describing them as exceptionally talented individuals who make work enjoyable and contribute to his ongoing learning experience.
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February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...
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by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a v...