
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
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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March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...