Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
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.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...