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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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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 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

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