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Brandon Miles

Client Service Manager

Brandon Miles joined Moneta as a Client Service Manager for the Heffernan Team to build professional relationships and further his knowledge of the financial industry while helping clients achieve their goals. He enjoys problem solving for clients while learning more about their specific circumstances and aspirations so he can serve them better. 

Brandon earned his Bachelor of Science from Miami University’s Farmer School of Business in Oxford, Ohio. 

Away from work, he spends his time traveling, listening to music, cheering on St. Louis sports teams, and finding ways to stay active. 

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Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

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Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

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May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

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An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

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