
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
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.
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September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...