
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
Andrew Bouquet works on the Sheehan Steffens Akins Han Team. Andrew joined Moneta because of his desire to develop close, lasting relationships with his clients and to make a positive impact in their lives. Andrew seeks to be a ‘go-to’ trusted advisor for the families he works with. Andrew handles a variety of financial issues facing clients, including cash management, retirement planning, tax planning, however, his training as an attorney has given him a particular affinity for estate planning.
Andrew received his B.S., summa cum laude, in Finance and Spanish from the University of Dayton in 2012 and his J.D. from Saint Louis University School of Law in 2015. During law school, Andrew worked at a local estate planning law firm, in the corporate law department of a large public company, and spent a semester as an “extern” at the Saint Louis Zoo.
Andrew is passionate about hunting and wildlife conservation. When he’s not at work, you can find him on a tractor or in a tree stand at his family’s farm in Pike County, Missouri. Andrew also serves as Treasurer for the St. Louis Chapter of Quail Forever, a nonprofit.
Dive into the latest insights from our expert team with our personal touch.
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...