
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
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.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...