
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER® and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’ lives as much as possible. Barron’s has named him among the nation’s top advisors for nine consecutive years from 2016-2024.
As Family CFO, Brad works with his team to streamline his clients’ lives and be proactive in addressing their financial needs. The Koeneman Team pulls all the pieces of the financial puzzle together and makes sure that all decisions are consistent with each client achieving their goals.
Brad earned his B.B.A. in Insurance and Real Estate in 1980 and his MBA in 1981, both from University of Memphis. Prior to joining Moneta as a Partner in 2003, Brad served in executive roles at Goldman Sachs & Co., Magna Group, Inc. and A.G. Edwards & Sons.
Outside of Moneta, Brad is very active in the St. Louis community. He also enjoys spending time with his wife, children, and grandchildren , along with being a private pilot and golfer.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
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