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Blake Freund

Private Markets Associate

Blake Freund sources and evaluates alternative investment strategies encompassing private equity, credit, and real estate. 

Prior to joining the Finerty Team at Moneta as a Private Market Associate in 2024, Blake worked as an investment banking associate, where he provided sell-side and buy-side transaction advisory services primarily to founder or family-owned businesses. 

Blake earned separate degrees in Accounting and Aeronautics, both from St. Louis University. 

Outside the office, Blake enjoys spending time with his wife and daughter, as well as friends. His hobbies include golfing and flying. 

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Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

January 5, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

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