
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial modeling, strategic planning and client reporting enhancements.
Brett’s time at Moneta began in 2015 with more than four years on the Enterprise Service Team. His role started with managing performance reporting systems before he moved into analytics, where he worked with SQL databases, SAP BusinessObjects reports and building custom Excel models for strategic planning.
Brett earned his bachelor’s degree in Business Administration with emphasis in Economics from the University of Missouri-Columbia.
Outside of work, Brett enjoys spending time with his wife and their two dogs. Brett plays ice hockey and golf and follows a variety of professional sports. Brett also campaigns for Special Olympics Missouri’s annual Over the Edge event, where he rappels from a rooftop with other fundraisers and athletes.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...