Third Quarter Investment Report – 2025
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
Brittany Root
Senior Client Service Manager
Brittany Root joined Moneta Group in 2015 after several years in retail management. She loves her team’s dedication to their clients, and she enjoys deepening her knowledge of financial planning.
Brittany graduated from Missouri State University with a Bachelor of Science in Marketing and Administrative Management. At Missouri State, she discovered her passion for the finance industry which drove her career to Moneta Group. Brittany is an avid learner who plans to return to school to earn her MBA.
Originally from Lebanon, MO, Brittany enjoys exploring St. Louis, playing with her dog Maddie, and traveling.
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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
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...