Donor Strategies for Impact
August 24, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...
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 – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...