
Monthly Recap – March 2026
April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...


Anna Palmentere brings a strong passion for client relationships and a commitment to delivering thoughtful, responsive service tailored to each client’s unique needs.
Prior to joining Moneta as a Client Service Manager on the Kittner Team, Anna worked at T. Rowe Price in Baltimore, Maryland, where she gained broad experience across several roles. She began in Retail Investment Services, working directly with clients daily, and later served as a resource for internal teams navigating client issues. She then transitioned to the Global Client Investment Reporting Team for high-net-worth clients, further strengthening her attention to detail and understanding of complex financial needs.
Anna was drawn to Moneta by the opportunity to be in a client-facing role and to work alongside a team that values collaboration. She thrives on building meaningful connections and ensuring clients feel supported every step of the way.
Outside of work, Anna enjoys reading, spending time at the gym, traveling, and being with her family.
Dive into the latest insights from our expert team with our personal touch.

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...

March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...