Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Brie McDonald
Advisor
CFP®
Brie McDonald, CFP®, enjoys building relationships with clients and helping them navigate complex financial issues.
Moneta’s holistic approach to financial advising through investment, estate, income tax, retirement, and business succession planning drove her to join the firm in 2017. Brie enjoys working with a collaborative team that strives to add value and find creative solutions for clients.
Brie graduated from the University of Missouri with a Bachelor’s Degree in Finance, joining Moneta as a Client Service Manager shortly after. She later became credentialed as a CERTIFIED FINANCIAL PLANNER® (CFP®). Brie earned a promotion to Advisor on the team in 2022.
Although Brie grew up in Minnesota, she now calls the University City neighborhood of St. Louis home.
In her free time, Brie enjoys being outdoors, traveling, cooking, and spending time with her husband, Matt.
- EDUCATION: B.S., Finance, University of Missouri
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
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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...