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...
Anne Haudrich
Senior Advisor
CFP®
As a Senior Advisor at Moneta, Anne works closely with clients through every phase of their financial and personal journeys—from those just beginning their path to financial independence to those navigating the intricacies of retirement. She takes great pride in simplifying the complexities, both expected and unexpected, that individuals, couples, and their families bring to Moneta, helping them achieve clarity and confidence in their financial decisions.
Anne joined Moneta in 2012 after earning her B.S. in Business Administration with a concentration in Finance and support area in Economics from St. Louis University.
Anne resides in Columbia, IL with her husband, Darryn, and two sons. As an avid sports fan from Carmel, IN, Anne tries to play golf regularly and not miss watching a Colts or Pacers game.
- B.S., Business Administration, concentration in Finance, support area in Economics, Saint Louis University
- CERTIFIED FINANCIAL PLANNER®
- Series 65 licensed
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Monthly Recap – August 2025
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