Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...
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.
What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...
Fourth Quarter Investment Report – 2025
January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...