Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Brendan Bostwick
Client Service Manager
MBA
Brendan Bostwick joined the Moneta Advisory Services Team as a Client Service Manager in 2021.
After growing up in St. louis, he graduated from Rockhurst University in Kansas City with a B.S.B.A. in Accounting earning his MBA in accounting from the same school.
After graduation, he worked as an accountant for Parallon, a revenue cycle company that specialized in healthcare business and operational services for hospitals across the country.
In his free time, Brendan enjoys being with friends and family, watching sporting events and traveling. As a Blues and Cardinals fan, Brendan attends as many games as he can. He is very excited about the new Major League Soccer team, St. Louis City.
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...