
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Ben Stevens-Smith strives to assist clients with a focus on attention to detail and a warm personality. He is working towards becoming an Advisor next year and is currently pursuing his CFP® certification.
Ben joined Moneta in 2024, moving from the Bay Area, California to join the Berry Machnowski Team in the Boston area as a Client Service Manager. He previously worked as the Senior Graphics operator for NBC Sports Bay Area/California. This role cultivated a strong affinity for statistical analysis, multi-tasking, and succeeding under the pressure of live on-air productions.
Ben enjoys travelling whenever possible and has lived abroad in Germany and Spain, giving him a broad perspective to engage with people. When outside the office, Ben is an avid skier, having grown up ski racing in New Hampshire, and enjoys golfing and hiking during the summer.
Dive into the latest insights from our expert team with our personal touch.
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...