Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Amanda Madson
Operations Manager
In addition to bringing a fresh set of eyes and skills to the Heffernan Team at Moneta, Amanda Madson enjoys working smarter and finding new ways to be efficient and organized in the workplace. She provides exceptional support for her team and is happy to work with great coworkers who share her passion for helping clients achieve their financial goals.
Amanda joined Moneta in 2022 as Client Service Manager and has also served as Operations Manager for the Heffernan Team since 2024. She earned her bachelor’s degree from Greenville University.
Outside of Moneta, Amanda dons the role of “coach’s wife” to her husband. She stays busy running her three young daughters to various sporting events.
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...