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Brinn Trousdale

Client Service Manager

Brinn Trousdale is a financial professional at Moneta, holding a cum laude degree in Business Administration from Mizzou with an emphasis in Finance and a minor in Economics and certificates in Personal Financial Planning and Investments. Her involvement in Delta Sigma Pi, Phi Mu, the Mizzou Panhellenic Council, highlights her commitment to community service and leadership.

Brinn began her career at Charles Schwab as a client service and support intern, where she passed the SIE exam. She was attracted to Moneta for its collaborative nature and high standards and aims to pursue the CERTIFIED FINANCIAL PLANNER™ designation to better serve her clients.

Living in Ballwin, MO, Brinn enjoys hiking, running, reading, and playing pickleball. She loves spending time in Forest Park, attending shows at The Muny, and cheering for the Cardinals and the Blues.

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

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 

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

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...

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